We have been marking sales invoices as paid as soon as the payment is recieved, however, now we cannot find them when we click Match when viewing new bank transactions. How can we fix this?
We have been marking sales invoices as paid as soon as the payment is recieved, however, now we cannot find them when we click Match when viewing new bank transactions. How can we fix this?
Hi Misty L.
Bank Matching using incoming bank transactions can only be matched to outstanding invoices. Since you marked these invoices paid manually, you can remove the incoming transaction by clicking the "X" next to the entry. In the future, you can leave those invoices unpaid until you get the entry posted in the bank and then reconcile.
For more information please see Working with incoming bank transactions
Thanks
JohnS.
Hi Misty L.
Bank Matching using incoming bank transactions can only be matched to outstanding invoices. Since you marked these invoices paid manually, you can remove the incoming transaction by clicking the "X" next to the entry. In the future, you can leave those invoices unpaid until you get the entry posted in the bank and then reconcile.
For more information please see Working with incoming bank transactions
Thanks
JohnS.
*Community Hub is the new name for Sage City