I am wanting my bank feed to auto tag or semi tag payments. When my clients pay me, they use the invoice number as a payment reference.
Is there a way for the software to spot the invoice number and payment amount and either auto tag or semi tag and allow me to confirm? The tagging process is very time consuming at the moment.
Hello @mark123
When you are tagging you would be notified that the payment matched a specific amount
For example I raised a test invoice (IN-000079) for £1800 and I have a receipt in the bank for £1800, when I click “Tag Me” on the receipt I see the below.
Clicking “Show details” displays the below allowing you to click to Pay
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