Confirming a tag doesn't seem to match against outstanding invoices

  1. I’ve imported a bank feed
  2. Clicked a Confirm tag / Ok
  3. A new invoice seems to have been created automatically, although an existing outstanding invoice for the same amount existed.

I had to detag, delete the newly created invoice, click Tag and that found the outstanding invoice to match against.

Hi @chip07

If I understand correctly, the new invoice was created from a bank tagging rule (please correct me if I’m wrong). This is actually by design within the system. My colleague @Glenn explains this in a previous post:

I hope that helps!