How do I use transaction and customer recommendations?

Use transaction recommendations with lockbox receipts and manual receipts. Receivables recommends one or more transactions for receipt application, with what it considers the closest match displayed first.

You can select any of the recommended transactions that you want to apply to the receipt up to the receipt amount.

Use customer recommendations with lockbox receipts that contain invalid customer information. Receivables provides a list of customers for you to select one for the receipt.

If you apply a receipt that doesn't contain customer information to a transaction, Receivables updates the receipt with the customer information on the transaction.