Limiting Match Options for Invoices/Bills
under review
K
Kiley Danker
QuickBooks AI likes to think it's smarter than I am & limit the Invoices, payments, deposits, bills, bill payments available for me to match payments to. Usually, it's on Invoices that are more than the payment received instead of allowing me to post a partial pay from the match screen. We have to go to post a payment, then create a deposit for all the partial pays before we can match. It's just extra steps that require extra clicks from the multiple layer side menu. Can't we just see all options & have a field to adjust the amount to apply directly from the "match" list???
C
Collin Socha
Hi Kiley Danker , thank you for your feedback here. We are looking into ways we can include more potential matches in the banking transactions grid, rather than having to hop to "find a match". We are also looking into how we can make some of these fields editible.
I sent you an email today, would love to hop on a call to chat through some of the issues you are experiencing and see how we can revamp this experience.
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under review