Match PI with PA, and SI with SA when Import exel bank transaction file

Hi,


I have a question.


I would like to know if there is a way to directly match payments to purchase or sales invoices when I import the exel bank transaction file?


Or if it doesn’t exist, how can I quickly match invoices to payments after importing exel bank transactions file?

Thanks

  • Hi Marcod,

    Thanks for using Sage City.

    It’s not currently possible to match SIs with SAs and PIs with PAs when importing transactions. This can be done once these transactions have been imported into the data.

    You can match these transactions in Bank accounts then selecting the relevant Customer receipt or Supplier payment option.

    If this has answered your question please click More > Verify Answer.

    Regards,

    Paul

    Sage UKI