Most Matches No Longer Auto-Populate
released
E
Erin Pohan
On the new bank feed UI - most bonafide matches don't automatically show as an option anymore. I have to click on Match, wait for the new screen to open, and be shown the one single match option that should have automatically shown as a match. This will hurt business owners DIY because they won't be alerted there is a match and may duplicate transactions.
Autopilot
Merged in a post:
Information is not populating
R
Rhonda Riedel
Transactions are showing up under tasks, but the From/To field and Category field are showing as blank; however, in the file they are not blank.
Photo Viewer
View photos in a modal
Autopilot
Merged in a post:
Auto matching stopped working?
K
Kristina Edmondson
A couple of coworkers and myself have noticed this week that the bank feed isn't finding suggested matches on its own anymore. We are having to select match and find them ourselves more often. Anyone else?
Autopilot
Merged in a post:
Auto matching stopped working?
K
Kristina Edmondson
A couple of coworkers and myself have noticed this week that the bank feed isn't finding suggested matches on its own anymore. We are having to select match and find them ourselves more often. Anyone else?
Patrick Combe
updated the status to
released
This issue has been fixed
Aditi Sahani
updated the status to
in discovery
Patrick Combe
Hey Erin, I am sorry to hear you are running into this issue. I would love to dive into this - would you be able to send some screenshots of examples where this is not working? my email is patrick_combe@intuit.com
We can also schedule some time to chat
M
Molly Pellegrino
Patrick Combe is been happening a lot for us too. Should we start screenshotting this each time and post a few of them here when we provide critique? Lots of matches are not defaulting to matches as they used to and now there are a bunch of mouse clicks needed to make the match. This seems like a giant step backward for the bank screen.
Aditi Sahani
updated the status to
under review
Thank you for your feedback. We will share it with the team.