seachange
10 years agoExperienced User
Status:
Open
Bank transactions: Allocate a transaction to a contact record
Perhaps allocating bank feeds to a customer name or a supplier name is the way allocations should work instead of allocating directly to a particular invoice or bill.
There are a number of reasons why this would be preferable.
FIrslty, it would solve the small screen/window issues we are having when allocating to a long list of bills and invoices.
It would also solve the issue of payments not matching exact dollar value amounts.
Lastly, it will also solve the issue of not raising an invoice until the invoice has been paid in full.
Thanks,
"Allocate bank feed to a customer or supplier instead of invoice or bill"