Projects:Match Several Transactions to Bank Statement Line/What's New
This document is intended to be the central source of information about the new "Match Several Transactions to Bank Statement Line" in Openbravo. This document is also intended to answer basic doubts with links to other documents where more detailed information can be found.
What is different
The "Find Transaction To Match" had a functional and technical limitation to select only one transaction to match with Bank Statement Line.
The aim of new feature is to solve this limitation and allow user to match several transactions with the bank statement line.
- Match several transactions
- In the previous feature the match was done for only one record in "Find Transaction To Match" P&E. This new feature allow to select multiple records and match them with bank statement line. If required bank statement line is split to establish one to one relationship between transaction and bank statement line.
How to use it
How to start using the new Match Several Transaction to Bank Statement Line
In the "Match Statement" pop up for a unmatched bank statement line there is search button with magnifying glass icon. The user can click on search button to open "Find Transactions To Match" popup and select several transactions. Once selection is complete user can press "Done" button. System checks the sum of amount of selected transactions and if exceeds the bank statement line amount show error message. In such cases user needs to only select transactions whose amounts sum is lower than that of bank statement line and proceed further.