Rob B
Is anyone using cash matching/posting rules/interpretation algorithms that utilize document amounts?
Rob B · over 1 year ago · Question
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Rob B

Hi - in reference to the subject line, we don't find that we are able to get customers to add the document reference number into their payment information.  However, our invoice amounts are extremely unique.  Does anyone know if any of the standard delivered posting rules look at the amount of the payment, as opposed to looking for a document/reference number in the 'notes' line of the item?

Ideally, configuring the system to begin to recognize our customers by their bank statement numbers would make this pretty fool proof (without customer recognition, there is some risk of a few mismatches that we're willing to accept).

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