Hello @jhenggeler ,

I notice your idea has been suggested in the Ideas section of Acumatica Community. If you didn’t already do so, please vote for it here:

Laura

Thanks for the reply, @Laura02! If I am reading that idea accurately, I don’t think it is exactly the same scenario. To me, that one sounds like they have one bank transaction on the left side of the screen that they wish to connect to multiple invoices on the right side of the screen; am I understanding correctly?

In my scenario, I have multiple bank transactions on the left side of the Process Bank Transactions screen that all match to a single payment on the right side of the screen. 

Going forward, we may be able to change procedures to individualize the payments on the right side of the screen to 1:1 match the left, but I have 3-4 months of activity I need to figure out how to match.

Hi @jhenggeler were you able to find a solution? Thank you!

For anyone searching this topic: the only solution I have found so far is the workaround to verify items agree outside the Process Bank Transaction window, then mark larger ACU transaction as cleared & reconciled in the Reconciliation Statements window and hide all the smaller bank transactions in the Process Bank Transaction window. 

Yet another process that Acumatica has developed about 80% of the way. The complex matching and system itself would be impressive if it was finished. Much faster to do this manually.

They should’ve skipped the matching and developed basic functions needed for a Bank Rec.

Its like an autonomous vehicle that can’t turn by itself.

Our system converts and closes the SO to an open invoice. I found by closing the invoices is the way! I can now match a single payment to multiple invoices. The only thing I am struggling with now is matching a single PO or journal entry to multiple bank transactions in the feed.

Help anyone?