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Andriy Sunford

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  1. Revolut

    55 votes
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    6 comments  ·  Zoho Books » Banking  ·  Admin →
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    Andriy Sunford supported this idea  · 

  2. use automated payment matching rules

    18 votes
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    1 comment  ·  Zoho Books  ·  Admin →
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    Andriy Sunford commented  · 

    Hello!
    I am confused you still don't have this option. And got reply from support:

    "The bank feeds of a few banks only share the descriptions. Yes, your bank can have a unique order number. But most of the other banks don't share the same."

    I am sorry! But all Europe banks supports XML SEPA statement (CAMT.053) and it's include a description field <Ustrd>Payment 2019-01-03 13:13:09 PAYPAL *OVH, 50003, 3500000001, FR CD 3443 (70005)</Ustrd>. Paypal, Autorize.net, or any merchant account supports description field.
    But you remove the field <Ustrd></Ustrd> and that why automatically transactions matching are almost impossible (sum or date matching is very inaccurate).
    So, I am 100% sure automatically transactions matching is a cool thing you should add. And yes, Xero already has it!

    Andriy Sunford supported this idea  · 

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