Card processors and some banks take their fee before the money lands, so the payment that arrives is a little short of the invoice. Until now Tessel flagged those lines. It now recognises the fee, pairs the payment with the invoice, and books the difference to processor fees.
What changed
When a bank line is short of an open invoice by an amount that matches a fee schedule you’ve connected, Tessel proposes a partial match with a fee line. The match carries the rule that made it, like any other.
Suggested matchPartial · fee
Bank
06 Mar · Northfold Freight
4,187.60
Ledger
INV-2240 less fee 12.40
4,187.60
The payment is 12.40 short of the invoice, which matches the processor’s published fee. Tessel books 12.40 to 6120 · Processor fees.
ApproveUnmatch
Figure 1 · A payment of 4,187.60 against an invoice of 4,200.00.
Turning it on
Open Settings, then Approval rules.
Turn on “Auto-book processor fees” and set the largest fee Tessel may book without asking.