Visual Match-off

Introduction

Visual Match off is to remove all documents in a given party in Receivable and Payable reports, when the sum of such documents is totaling to zero.

Instructions

Instructions
1. Download receivables / payables report for the given party.
2. Retain only those columns which are required as per download model.
3. Remove comma formatting from amount and net columns.
4. Save file as VisualMatchOff (with extension as .csv).
5. Upload the file.

Feature

Feature
upload
Download Model
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