1 Reviews
Works best with an excel tool
Good integration & you can set up rules for recurring items such as supplier payments. However doesn't show the card user, plus the bank feed text is generally messy so we report transactions out of Soldo & reformat/clean the descriptions using formula and bulk import into Sage, then use the Soldo integration to auto match which just leaves any missed on the import
by Cameron Smith on March 29th 2023
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