When uploading a bank statement for reconciliation, is there any way that IFS can read a description from the bank statement and automatically allocated this to a supplier or customer account, removing the need for manually crating a mixed payment for each of these?
Userlevel 6
+16
When creating a cash book transaction from automatic bank reconciliation, IFS populates the date and amount. To retrieve the supplier/customer could be achieved through a configuration (custom event).
But worth noting that whether this will work depends on what the customer name is in the bank statement - as this is often different to the customer name against the customer record in IFS.
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