Auto Reconcile Invoices
Idea suggested by Mike Ellis 7 months ago
It would be a useful option to auto allocate invoices to payment transactions. Perhaps if the value, date and one other piece of data matches then that would be a high enough confidence level to auto match. The process of manually allocating hundreds of payments to hundreds of invoices has almost finished me off today.
All I do in practice is check the date, the value and an order number that is on both bits of data when allocating. Surely, this is a candidate for automation. It would save a considerable amount of time for users.