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Nicole Larsen
It would be great if when you are coding if there is a potential matched invoice that it alerts you to match. Often when coding I will go through and code the line of the transaction but there was a precoded invoice sitting there waiting, yet id forgotten that there was an invoice for that transaction.
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Mikayla - Farm Focus
Hi Nicole, thank you for your feedback.
It is always recommended to work left to right in your Needs Action screen, starting by coding your Invoices, Matching and then coding any leftover Transactions on the right hand side. Following this process avoids any transactions being coded instead of matched.
A warning is a great idea, we will leave this open to gauge support from other users.