Sebastian de GoeijShort answer
An unexplained bank transaction has no invoice, receipt or explanation in the books. Instead of parking it on a suspense account and chasing by email, let it become a client question linked to the transaction automatically. The answer is processed and matched directly.
Key takeaways
- A suspense account is a parking space, not a solution.
- The sooner you ask, the likelier a receipt.
- Link the question to the transaction so the answer can be processed.
- Automatic follow-up saves chasing.
How do you solve them structurally?
Let software notice, ask and process; your team reviews.
- 1Match bank lines automatically.
- 2Surface unmatched transactions per administration.
- 3Turn them into client questions automatically.
- 4The client answers in the portal or app.
- 5The answer is analysed, booked and matched.
- 6Incomplete? Reject or re-send in context.
How do you phrase a question that gets answered?
One concrete question per transaction with date, amount and counterparty, saying exactly what you need. Message templates help.
FAQ
Questions about this topic.
Yes, a transaction without a match becomes a client question linked to it.
In the client portal or the iOS and Android app.
How Autoboeker solves it
