Hi Bruce,

Thanks for your post.

Bank Feeds Rules will always post customer receipts and supplier payments as payments on account, any required allocation has to be completed manually.

You may like to request an automation on the product Ideas Board for the future.

Regards,

Andy
Sage UKI

Without allocations, the functionality is not much use.  You save keying the receipts and matching allocation, but you still have to go back and match the allocation, you don't know which accounts have allocations needed, so you have to faff about a lot.

ImportPlus can do most of the allocations for me, I have a report to find the unmatched transactions, I think it is a reasonable workaround, just wish I didn't need one.

I appreciate what you're saying Bruce, and I do recommend asking for that functionality through the Ideas Board.

Andy

I appreciate what you're saying Bruce, and I do recommend asking for that functionality through the Ideas Board.

Andy