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Aushotels's avatar
Aushotels
Experienced Cover User
4 years ago

Supplier DDs and Bank Transactions/Bank Feeds

v 2020.4   All I want to do is pay bills from the bank feed.   I have set up a Bill Rule for ALM who direct debit our bank account in payment of our purchases. The bill rule states that when the ...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi Aushotels 

     

    When a transaction comes in from a bank feed that matches the conditions of a Bill rule the system will show Rule Applied | Possible bill match.


    The Possible bill match, is similar to a hyperlink, which you can click on and it would list the Pay Bills window. Within this window, you can enter the appropriate amount against the required bill(s) before selecting Record.

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi Aushotels 

 

When a transaction comes in from a bank feed that matches the conditions of a Bill rule the system will show Rule Applied | Possible bill match.


The Possible bill match, is similar to a hyperlink, which you can click on and it would list the Pay Bills window. Within this window, you can enter the appropriate amount against the required bill(s) before selecting Record.

  • Aushotels's avatar
    Aushotels
    Experienced Cover User
    4 years ago

    Hi Steven

     

    Thanks so much for the reply. Yes that now works. I was facing the same problem with cheques, ie 'possible match found' but there was nothing to match when I clicked on the hyperlink. However it's right now which is great.

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