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Status Awaiting Review
Categories iFinance
Created by Guest
Created on Sep 27, 2024

Auto match within AccountsIQ

I've suggested this idea on several previous occasions, and I'm confident I'm not the only one who would find it extremely valuable. It would be incredibly helpful to introduce an auto-match function that works on both the Sales Ledger and Bank Import. Manually matching entries is very time-consuming, and adding a feature that allows automatic matching by due date, newest invoice, or oldest invoice would be a major time-saver for everyone. This was a key feature in our previous system, and it made a significant difference in efficiency. I strongly recommend adding this functionality to Accounts IQ.

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  • Guest
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    Nov 26, 2024

    Yes. Our previous system also auto matched direct debits at the click of a button. Unfortunately, this lack of feature in iFinance has greatly increased the work load in our accounts department. A function that used to be performed at the click of a button now takes over 8 hours for the first direct debit run of the term. There is then the subsequent 2 monthly direct debit runs which take 4 hours each to match. This is 16 hours of extra manual intervention each term