Accounting Ideas

Ability to put supplier refund from bank feed as a credit on account.

When our clients don't give us all supplier invoices/credit notes we put payments on account from the bank feed to then export a list of invoices not supplied. Currently you can not put a refund on supplier account from the bank feed this also causes allocation problems when no credit note is supplied

  • Guest
  • Jul 5 2022
  • Great Ideas Delivered
  • Sep 6, 2023

    Admin response

    Hello All,

    We are happy to tell you this has now been delivered!

    For more information please look out for the 'What's New' In-Product message which will outline what has been released and how to take advantage of this functionality.

    Kind regards

    Sage Accounting Team

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  • Guest commented
    6 Sep, 2023 10:20am

    Hello, I have had a look at this, and it looks like you can only allocate the refund to the supplier account as an other receipt, so you are still unable to allocate it to a credit note or overpayment at a later date. or am i doing something wrong. if not i am a little disappointed as this doesn't solve the problem.

  • Guest commented
    21 Dec, 2022 11:48am

    With the energy refunds we are getting at the moment this is needed asap. I am surprised it is not a feature already!

  • Guest commented
    14 Nov, 2022 09:42am

    very much needed!!! very strange this isn't part of the bank feed functionality

  • Guest commented
    2 Aug, 2022 12:27pm

    100% needed :)