Question

Process Bank Transaction - Match Settings

  • 26 August 2021
  • 0 replies
  • 305 views

Is it possible to change the match settings in process bank transactions. The ref. nbr. weight need to be Tran Desc - this field contain the reference details for the transaction. The Ref.Nbr field is bank generated and will not match to transactions. 

It will help if bank rules can be created for AP and AR transactions.

Above will result in a greater auto-match result


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