Receipt bank imports
Problem reported by Chris Caspell 6 years ago
I have already posted a ticket on the support line but wonder how others have been using the Receipt Bank integration within Clear Books.
When receipts are imported via ReceiptBank(RB) into ClearBooks(CB), CB ignores both the category (from RB) and the default nominal code for the supplier (from CB). In my case it posts everything to Cleaning Materials! This means I need to go through each item in CB and change it to the correct nominal code - this makes the integration pretty useless.
In addition the scanned copy of the invoice is not imported into CB which would seem to be a natural thing to do.
I started to use RB because CB recommended it. Clearly the implementation is flawed and there needs to be some work done on it before it is anywhere near useful. Is anyone else having similar issues?