Question asked by Jim Clayton 5 months ago
Hello,
I'm using the free subscription and can see from the App paid and unpaid invoice are flagged accordingly, however on the web page I can't see this, is there a way to filter or view this info ?
Thanks
Hi Jim,
Unfortunately, it is not possible to filter this by paid/ unpaid on the free version. This is a feature that is only available on a paid subscription.
Tommy
Thank you. If I have the bank feed set up, once payments are matched will it chaged to Paid automatically ? Will the system learn and automatically match payments both expense and receipts ?
Hi Jim,
Yes, once you have allocated the transaction to the invoice/ bill, this will mark those transactions as paid. Also, please see our Auto Explain guide to see how the system can explain transactions based on previous explanations or invoices with the same contact, reference and amount:
Tommy
You must 