In working with customers, we've listed below a few best practices that make the world of difference in these features:

Having trouble matching credit card deposits? Most customers who struggle with this have not yet set up Group Credit Card Deposits – this is not the old Group Reconcile button. Setting it up one time per bank account makes the whole process far easier.

Click here to learn more on how to set this up! It's a game changer!!

Bank Sync automatically pulls transactions from your bank into Inn-Flow. When you first set up the bank connection, it imports the previous 30 days of transactions. If you have already reconciled September or October and you see deposits from those months in Bank Sync, select the checkboxes on the left and mark them as Exclude.

You can always bring excluded items back: change the For Review dropdown to Excluded to see what has been excluded and undo it.

For Invoice Extraction, if you feel like you are spending more time than you did entering invoices manually, we want to know. Email [email protected] with details such as which invoices and which vendors are giving you trouble. Often a few changes in the workflow make all the difference, and we have had success meeting with customers to improve their workflows.