Mimi316
Level 1

Banking

I'm having this same issues.  I've tried adding them manually.  I've dropped a bunch of receipts for same vendor in receipt box and 90% of the time it is losing the vendor or account info and any categorization there.   My receipts are labeled already with before name date amount and back they belong to when the drop into the receipt area it leaves if luck the name and amount and a lot of times even the date is wrong.  

 

Is this a glitch in the software ?  I feel like I'm having to reinvent the wheel and that AI isn't doing as it should on matching transactions and receipts very well.  Suggestions would be greatly appreciated so I'm not wasting so much time on doing the sane work twice that the software is supposed to help.  

 

Sincerely,

 

Mimi