If I import a bank statement, and then try to tag purchases against some of the entries, 9 times out of 10 it doesn’t find them. I have to manually add a payment then delete the duplicate entry in the bank transactions.
Im not 100% sure but I think this only happens if you import transactions before adding invoices/purchases.
As an example, I import a bank statement, then I add a purchase receipt. the purchase receipt is dated a day prior to the bank transaction (as most usually are)
When I tag the purchase transaction and select customer, it doesn’t find a matching purchase. it doesn’t matter which range of period I set to search.
I guess I should also say, that invoices are usually raised the same day or the day before a payment is received. For example, if a client pays by cheque and I bank that cheque, it appears in the bank feed a day after the invoice would be generated.
This shouldn’t make a difference. Providing the payment is within the timeframe of your search (e.g. 1 month), and the payment value matches the invoice value, it should show up.
I’ll send you a private message now to take a closer look at this. Keep an eye out for a green notification in the top right corner.
