Is there a report or CSV extract that compares or links bank accounts to the invoice
I have a Cash holding account that manages the deposits to 2 bank accounts but would like a filter on invoice detail or category to bank account.
Is this possible or where should I be looking?
Have you tried exporting the bank CSV? There’s a notes column here that would normally include the invoice number to which it has been tagged. Assuming that it was originally tagged from the bank.
You can also click on the tagged button itself to see where a receipt or payment was linked to.
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