Another new-user question… Looking to understand the best process for handling this in Manager. Please note that I am not asking for any changes to Manager, I’m just trying to understand what the best practice would be here… Thanks! Issue I have an inter-account transfer already recorded. I go …

[image] Velociter: I cannot avoid manually recording these transactions prior to importing bank statements Yes, you can. That is an operational choice you make. [image] Velociter: we would risk not being able to track unpaid invoices, cash balances and credit limits in between bank impor…

"Match" imported transactions to Existing?

Patch April 4, 2023, 9:36pm 8

This area of Manager would significantly benefit from improvement. See "Close" Receipts and Payments after Reconciliation - #10 by Patch

Topic		Replies	Views
Bank imports and transfers	69	2177	August 15, 2021
Bank Import matches no transactions	6	927	January 18, 2023
Bank Reconciliation Alternative Work Flow	39	2373	January 18, 2023
Clearing Pending Transactions	4	383	December 16, 2022
Inter account transfers	6	724	September 16, 2022

"Match" imported transactions to Existing?

Related Topics