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Question

Accounts for automatic matching - Custom attribut

  • November 27, 2024
  • 1 reply
  • 51 views
I
Hero (Customer)
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We are working in France under the French financial system.

Certain accounts cannot be automatically matched in IFS.

Manual matching is done via the 'Account Matching' screen.

Automatic matching is possible but only for certain accounts via the 'Accounts for Automatic Matching' screen. F

or automatic matching, IFS asks us for an Automatic matching attribute. In our case, the attribute is a custom field.

How can we allow automatic matching with a custom field? is it possible?

 

Thank’s in advance for your help

1 reply

D
Do Gooder (Employee)
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  • deolse
  • Do Gooder (Employee)
  • 41 replies
  • November 27, 2024

Hello.

Automatic Matching is a function that is designed for Supplier Invoices or Customer invoices.

In Standard, there are no possibilities to add attributes for automatic matching.

The alternative you have is to use the Matching but in manual way.

This makes it possible to relative quickly remove all matching transactions manually so that only what is “active” on the account can be distinguished.

 

BR

Denny


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