For this release, we have aimed to deliver a number of improvements to improve the speed in loading transactions as well as helping to 'cash match' even quicker. We hope these changes will improve your day to day use of this section and we're happy to receive feedback on these changes.
Firstly, we have added a new W/E Date column which should help identify which invoices to match to the Credit Transactions:
Secondly, Group Invoices, Invoices and Payments have been separated out onto separate tabs.
Additional filters have also been added so that you can search by W/E date as well as the Contractor's Name.
Finally, the Header section at the top of the screen will be 'fixed' and Pagination has been added which will help improve speed if you are cash matching with a Customer that has many transactions.