Customer Reconciliation Rules to Identify Customers

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Customer reconciliation rules to identify customersCheckmark Sep 1, 2020Checkmark Oct 1, 2020-

Feature details

Using customer reconciliation rules, you can specify one or more search rules to identify the customer in a bank account entry. If the search rule is matched, the identified customer's customer number will then be added to the bank account reconciliation line, after which settlement can be performed.