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Question

Bank auto-match to create customer receipt using transaction description


We are using MYOB Advance (NZ and Australia version of Acumatica).  We are a B2B business so our customers pay us for dozens of invoices at one time.  This means matching to an invoice is not possible.

In other systems you can create a matching rule based on the transaction description that appears on the bank statement.  We have asked our support company but they don’t know how to set this up.

 

Does anybody know how you can create a customer receipt entry based on the bank statement transaction description match?

 

thanks from NZ

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