Forum Discussion

Soap's avatar
Soap
Experienced Cover User
3 years ago

Unknown Deposits

Before the upgrade,  Deposits in the unallocated Transactions would have the Invoice Number. Now just have an MYOB number. This is not helpful when trying to workout who it is from,  if we don't receive a remittance email from the client. When the client is paying the Invoice through MYOB, there should be an Description box or Ref number they can put in to help better allocate the Payment. Not an MYOB Number.

  • Hi Soap 

     

    Thanks for your post. You can check the invoices paid using Online invoice payments in Reporting>>Online invoice payments>>Transaction details.

     

    Online invoice payments reports

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

  • Hi Soap 

     

    Thanks for your post. You can check the invoices paid using Online invoice payments in Reporting>>Online invoice payments>>Transaction details.

     

    Online invoice payments reports

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

    • Soap's avatar
      Soap
      Experienced Cover User

      Hello Tracey

       

      Thank You,     that is very helpful.  

       

      I should do the courses on  MYOB  

    • Soap's avatar
      Soap
      Experienced Cover User

      Hello Tracey

       

      Is this option still available ?  

       

      Online invoice payments in Reporting>>Online invoice payments>>Transaction details   ?

      • Tracey_H's avatar
        Tracey_H
        Former Staff

        Hi Soap 

         

        Yes you can still check the transaction details in Reporting>>Online invoice payments>>Transaction details.

         

        Please let me know if you need further help.

         

        If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.