- David_Cree12 years agoUltimate Partner
Hello Sue,
If you click on the details button along side the paid todat then you can change the payment type.
Cheers
David
- suebell12 years agoTrusted Cover User
Using Accountright Plus - clicking on the arrow only gives me a number pad and no other buttons here . It automatically takes the payment from my cheque account but I would like the ability to select other accounts here eg petty cash, credit card.
- David_Cree12 years agoUltimate Partner
Hello Sue
Alongside the Payment Method is the Details button.
This gives the option to select the Undeposited funds account instead of the default cheque account.
When you select this and record the payment it can then be seen when you go to the Banking Tab and select prepare Bank Deposit.
Drill into the payment and change the bank at the top to the Petty Cash or other bank account.
If you have a number of credit card or eftpos payments on the same day select them and then prepare a bank deposit to the bank account where these end up.
Cheers
David
- suebell12 years agoTrusted Cover User
HI David,
not sure we are on the same page? When I enter a purchase, there is an option to enter a payment in the Paid Today box. There is no details button (there is on the Sales invoice page but not on purchases). I know I can change the default payment account but I use a variety of payment methods. It would be easier to enter my payments here rather than having to complete the purchase entry then do a separate bill payment.
Susan
- David_Cree12 years agoUltimate Partner
Hello Susan,
I am sorry - I thought that you were referring to SALES & not PURCHASES. Hence my comments.
No there is no similar option.
Cheers
David
- suebell9 years agoTrusted Cover User
I can enter a sale and payment (where I can select the payment type on the same screen). Would REALLY love to be able to do this on the purchases screen as well (can only use default payment type at the moment). At the moment I have to save the purchase then go back in again to make the payment if it is anything other than the default account. This wastes so much time. A drop down box as on the sales invoices would be perfect!
- Steven_M9 years agoFormer Staff
Hi suebell
Thank you for your idea in regards to AccountRight. I've merged it with your existing idea already included on the AccountRight Idea Exchange about this topic.
This idea is something that the team are still considering. As such we still encourage other users to vote and comment if required for this idea.
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