Davio Verlinden Functional consultant

Many customers ONLY want their customer payments to be automatically settled IF the amount on the bank statement line = to the (sum) of amounts of the referenced invoice(s). Same as with SKG isv. However, current functionality does not support this idea. It can only automatically settle based on amount if only 1 invoice is referenced by the customer, but this is not common as most customers pays multiple invoiced at once. Theoretically, you want to use the following logic in the matching rules

• Invoice IN Reference No
• Invoice amount in transaction currency = Amount in transaction currency

The second bullet point is the logic that does not fully work in the current bank module. Current logic will only work if the customer references 1 invoice. When 2(+) invoices are referenced, the rule will not work as it will only look at the first invoice referenced. Meaning, this rule will never correctly settle if customers reference multiple invoices. I want to be able to use this logic for customers who pay multiple invoices at once, as this happens more often. Many clients ask for this functionality.

I would like to see an update in this functionality as I believe this is a flaw in the design.