It would be nice to have a setting (or an internal adjustment on our practice) to control the date window used by AI Bank Feeds when surfacing possible matches.
Currently, the bank feed appears to look for same-amount transactions within roughly +/- 7 days of the bank transaction date. In practice this is returning too many results and frequently surfacing incorrect matches for our clients, which slows down review.
Ideally, to reduce this window to +/- 3 days, either:
As a configurable practice/client-level setting in Double, or
As an internal toggle your team can apply to our practice in the meantime.
Or available in the dropdown (best).