Bank Feeds- ability to automatch customer/supplier invoices within bank feeds
It'd save a lot of time if we didn't have to manually create transactions and then chose the invoice from the supplier/customer module to manually allocate the payment.
I will admit I am new to Sage and it has some great features but it really falls down on this - I have been using Xero and they have the bank feed/matching transactions down to a fine art, log on in a morning and all bank transactions are there, no downloading and you just accept their suggested match or put in the customer/supplier or invoice number and allocate, not multiple steps, I do not see the point of bank feeds if you still have to allocate the transactions manually then match
This would save me a lot of time! Current advise is ''Purchase payment (PP) - Instead, import as a purchase payment on account (PA) and then manually allocate'' but i would like to this through bank feeds as it would be much easier.
Other accounting packages will pull through from either the purchase or sales ledger, items that are possible matches against the bank feed. By Sage 29.2 not doing this, additional steps are required which is not time productive. If the parameters are in place Sage should be able to 'match' items from the ledgers against the bank feed. This would save a great amount of time and be a real plus for those wishing to use Sage.
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I will admit I am new to Sage and it has some great features but it really falls down on this - I have been using Xero and they have the bank feed/matching transactions down to a fine art, log on in a morning and all bank transactions are there, no downloading and you just accept their suggested match or put in the customer/supplier or invoice number and allocate, not multiple steps, I do not see the point of bank feeds if you still have to allocate the transactions manually then match
This would save me a lot of time! Current advise is ''Purchase payment (PP) - Instead, import as a purchase payment on account (PA) and then manually allocate'' but i would like to this through bank feeds as it would be much easier.
Other accounting packages will pull through from either the purchase or sales ledger, items that are possible matches against the bank feed. By Sage 29.2 not doing this, additional steps are required which is not time productive. If the parameters are in place Sage should be able to 'match' items from the ledgers against the bank feed. This would save a great amount of time and be a real plus for those wishing to use Sage.