Purchases when paying from the Purchase screen (PAID TODAY) can we select what account we want to pay from. Instead of it going straight to the linked account.
Hi, when entering a new purchase it would be handy to be able to select the payment type in the Paid Today box. There is currently only the default account but it would save heaps of time if I could select another account type here in stead of having to do a separate bill payment.
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