Is anyone having issues with the Match Bank Data feature? We've been using it without an issue for over 2 years. I cannot get my upload file to work. After several attempts I finally saw the data on the left side of the matching screen, and then it disappeared right before my eyes.
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Sam-I-Am
10/12/2023, 6:59 PM
is your uploaded statement format is correct? This is the first time I am hearing issues like this
Sam-I-Am
10/12/2023, 7:00 PM
NS supports following formats CSV, OFX, QFX, BAI2, or CAMT.053
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Marc
10/12/2023, 8:17 PM
Maybe you have activated the matching rule
Marc
10/12/2023, 8:17 PM
Check in the review tab or excluded tab
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Dylan Fields
10/13/2023, 7:58 PM
Not having new issues here.
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Marc
10/14/2023, 6:36 PM
On your dashbord , add custom list : bank statement import and check the result