Hi,
When you want to tag a receipt in foreign currency to a bank transaction and the amount is the same, the automatic transaction matcher does not find the corresponding transaction.
Would it be possible to add some leeway for the amount when looking for a foreign transaction? Exactly the same than what is done for time.
Or pull back transactions based on +/- 2 days from the bank if no exact match?
I have the same issue, and always have to go off to see what it came in as and then retype the FX rate, etc. Would be easier to pick up a match from a short-list.
@cedev we identified a particular issue here as the foreign currency amount was being compared with the GBP equivilent on the bank. We’ve now implemented a fix for this that will be live by the end of the week. This should then reveal any matching transactions providing the currency of the purchase matches the currency of the selected bank account, and ofcourse the amounts match.
We already do this but +/- 7 days. The particular issue raised by @cedev was actually a problem with our matching logic which is now fixed, pending deployment.
@Silverfrost the original post was related to the Receipt Hub matching rather than bank tagging. I will move your post to it’s own thread and we can take it from there.