Bank Reconciliations Like Xero

Anville Williams

11 October 2023 23:49 Edited

With Akahu Bank Feeds integrating with Harmoniq it gives us bank feeds but we still have to create a payment/receipt before it can be matched off with a Purchase Invoice/Sales Invoice.

I thought this integration would mean that Bank Reconciliations would work like Xero Bank Recs, where it's a simple matching off process.

4

• Official comment

  

  Jeremy Prestidge

  11 October 2023 18:23

  For clarity, I believe this request is in addition to the current functionality that allows you to pull automatic bank feeds using the Akahu plugin, which also allows auto creation of transactions against different customer and supplier accounts based on predefined rules.

  What the HARMONiQ bank statements/reconciliations lack currently is the ability to match based on specific transactions (sales and purchase invoices) unless there is a bank entry already created for them. And also to create deposits against sales orders.

  It also lacks the more intuitive interface from Xero where it can prompt to match, with the user then able to choose from possible matches to approve.

  

  Definitely open to looking into this further if there is sufficient interest from customers.
• 

  Reuben Waite

  11 October 2023 23:33

  I can't seem to see the original post on this topic.  How do I fix this?

   

  0
• 

  Anville Williams

  11 October 2023 23:50

  I've updated my post now to include a description. before it only had a heading.

  0

Please sign in to leave a comment.