Accounting Ideas


Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-53 Match purchase credit notes in bank feeds.

Allocation of credits - bank feed Merged

Ability to match credit notes to relevant transactions (Sales credit note to invoice/receipt) in bank feed

Customers who receive bulk payments from software's such as shopify include both receipts and refunds, they need the ability to allocate these payments to both a number of invoices/ credits in one transaction from the bank feed. Instead they have to do it manually which takes a lot longer as they have to delete the transaction in the bank feed, come out of it and then post it as a separate bank transaction. This should be a simple request. Same for a payment that has been paid on a statement amount. Sometimes the transactions included in the amount paid cover both purchases and credits.

  • Guest
  • Feb 8 2023
  • Great Idea Currently In The Works