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We have a lot of customers making payments on account or paying invoices by monthly direct debits. The customer receipts are posted using recurring entries but this does not allocate those receipts. Please could you add the following:
1. Add automatic…
Can an import option be added to allow the allocation of customer and supplier payments from an uploaded CSV which includes the transaction ID and amount to allocate?
We currently use the Audit tail import function to import long lists of Sales Receipts in to customer accounts. We then manually allocate these payments to customer invoices. Now that the group function is available in V28.1, it would be really great…
We import a large number of our customer invoices and payments into Sage 50. This leaves the customer records with zero balances but all transactions unallocated. It then can take hours each year manually allocating the entries when it should be a simple…
We have an issue with a supplier where their account is in quite a mess, however the account we have is all balanced.
We have been back and forth a few times trying to help them match their unallocated transactions and each time it seems to open a new…
Currently
Activity on a product shows Qty. in and Qty. out on which dates and helpfully links to a sale or purchase order if applicable. What it does not show is a running total of how many were in stock at that particular time.
Requested Solution…
Why has the way that a payment been allocated changed?
The credit/invoice would just be against the invoice before. Now it automatically allocates credit notes against any invoices which is incorrect and can cause confusion when looking on past transaction…
I have taken over the Accounts Payable dept at my company and it appears we have a number of misallocations of transactions on several supplier accounts. Is it possible to search ('Find') in the Supplier Activity page for a specific transaction? And I…
