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Auto Matching Option Receipts

Received Response
edited Mar 23, 2021 2:47PM in Receivables & Collections 4 comments


How to auto-match Manual receipts


Currently our firm is using an integration and manual spreadsheets to upload receipts into the system.  The auto-matching for the receipts to invoices is turned off currently for the integration.  I am wondering whether there is a way that the automatching can be enabled for the spreadsheet manual method, but not for the integration.  Not clear if this is an all or nothing option. 

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