Match Bank Transactions

RyanWRyanW Member Posts: 2

It would be nice if Wave was able to automatically match transactions when importing from a bank. It appears it does this for transactions associated with Payments, but not other functions (bills, offline invoice payments). This would certainly make this a lot easier for your users who are short on time, to not have to delete all the duplicate transactions.

From Fearless Accounting Guide:

If you’re importing transactions, then you’re likely going to wind up with a duplicate transaction record which should be discarded. Go ahead and delete the bank-imported transaction, as the one created by Wave will contain more information!

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edited August 29, 2018 in Bank Connections

Comments

  • AlexiaAlexia Member Posts: 3,314 ✭✭✭✭

    Hi, @RyanW.

    We are working on something like this at this very moment! I don't have much in the way of details to give for now, but it's in the works!

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