Find the right records and keep payments connected
Exclude records that do not fit your search with more flexible filters. Payment matching also preserves existing links when records are reposted, reducing repeated reconciliation work.
Added
- Filter out records you don't need: Use exclusion filters to leave out values that match or contain specified text.
Fixed
- Keep payment matches when reposting: Automatic payment matching has been improved, and existing matches are preserved when records are reposted.