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When a payment transaction is imported via Coda, an automatic settlement between payment and invoice is possible.


But in case the customer is not found, no automatic settlement is possible. This is a very sad result, knowing that a structured message (=unique payment reference) is available on the invoice, which is linked to the customer.


Suggestion:


lookup the customer based on the structured message (=unique payment reference available on the invoice) and not based on the IBAN or exact customer name derived from the payment transaction.


The number of automatic settlements will increase enormously!


 

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

 

Sincerely,

Sara Schilke

PM, Microsoft