Transaction Matching – Ability to Attach Supporting Documents to Debits and Credits Simultaneously
Need to know what other organizations are using as workaround under this situation. Please assist.
Description :
Currently, users must attach supporting documents separately to Debit and Credit entries which is time‑consuming and inefficient.
As a workaround, the following options are being used:
- Attach the documentation at the Summary section and add a comment for the reviewer referencing the attachment name.
- Attach the documentation to either the Debit or the Credit entry and include a comment for the reviewer referencing the attachment name.
However, the business is requesting an enhancement that would allow users to select both Debit and Credit entries together and attach the supporting documentation in a single action.
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