Matching Invoices
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Jane Clarke
When matching an actual invoice into the bank transactions side is there any way of having the invoices come up in date order with todays being first, I am having to flip all the transactions to see the one I need every time I match ........ very frustrating. I understand I can flip the due date order. Now its most annoying that I have to do it for every transaction whereas before the 'improvement' it was chronologically in order it is another unnecessary addition to an already very busy screen!
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Annie Cates
Hello, I would also love to see the Matching screen ordered oldest to newest by default. This would make sense as we are always matching older invoices first and moving forward. I have multiple weekly repeating invoices set up and I first have to reorder the invoices, then I click the oldest invoice to match, it brings the most recent transaction to the top. When there are multiple weekly transactions this could be tricky as you naturally click the top one (which is the newest not the oldest).
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Natalie Masters
I'd like it so the invoice closest to the date of bank transaction is at the top too often it'll be the 2nd or 3rd of the month and I'm matching a transaction that occurred on 29th of month to a specific party and the invoice that comes up first to match is one for the current month not the one dated 29th of the month I haven't finished matching, been caught out a few times it shows I have unpaid invoices and turns out I've matched the one that hasn't actually occurred yet!
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Grace Farm Focus Support
Hi Jane, thanks for your feedback. We will pass this feedback on to our development team to consider.