Hi. I'm currently using IFS8. We have direct debit with multiple suppliers and all transactions are posted as SUPOA for payment. Invoices posted as SI.
Is there anyways to set for auto matching for SUPOA and SI accordingly ? Means amount same and invoice no same then auto matching can be executed.
Volume is about 1k monthly.
Thank you.
Hi
IFS8 does not have built-in automatic matching of SUPOA and SI transactions. However, through custom scripts, event actions, or external reconciliation tools, you can automate the process to a certain degree. If an upgrade is on the horizon, IFS Cloud or a more recent version may offer more out-of-the-box automation for such tasks.
I'm happy to share my advice on this. If you found the answer helpful, please mark it as the correct answer. This will allow us to close the thread and make it easier for other community users to find and benefit from in the future.
Best regards,
Thakshila
Thanks.
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