We have started using 'match automatically' on our bank reconciliation, but it matches some very irrelevant amounts simply because the dates match and that is the last criteria checked in the priority order. Is there a way to change the matching criteria? I think we need to stop it from being able to match on date only.
Thank you for any help.
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Hi,
you're right - the automatic bank matching is not very 'clever'. However it can't be changed without the development as it is all hard-coded into the system, and looking to match descriptions, external document numbers, amounts and dates. I would not recommend using the automatic matching unless the amounts received into the bank are very different and there aren't many of them. So if you don't want to develop the bespoke matching routine, you'll have to switch back to manual matching.
Robertas
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