Extend search range beyond 6 months?

[Sandrine_Faure]

Hello,

Is there a way to extend search range beyond 6 months? I’m trying to reconcile a transaction with an invoice but it’s older than 6 months (I know). Do I need to do it manually?

[QFSteve]

Hello @Sandrine_Faure

Are you referring to tagging a payment?

If so

• Select “Pay down multiple invoices or assign to client later”
• Choose the client account

This will list all the invoices outstanding on the clients account as shown below

[Sandrine_Faure]

Yes, thank you Steve!