Allow us to set a default date range for matching
under review
K
Kathryn Mosher
Currently the default date range for mapping only goes back 4 months. Most of my clients are in the construction industry with projects that last up to a year. Any vendor bills more than 4 months old do not register as a match in the bank feeds which leads to wrongly categorized bill payments. Allow us to set a default that stays sticky. I want to be able to have at least a year of date range to catch retainage payments on old bills and invoices.
t
tricia zubke
I agree but to the other direction. Most of my clients only need to look back 1 week or 1 month. I'd like to have a setting in each client account where the lookback default can be customized.
The status was updated to
under review