Accounting Ideas

When setting up a rule you should be able to book payments to more than one ledger account.

The example I have is that each month I pay 1000 pounds from my business account into my personal account.

This transaction appears in my banking feed

£719 of this payment is my salary as a director.

£281 of it is repayment of the original directors loan I made to the company when I set it up.

Currently it is only possible to assign one ledger account to each payment using a rule - so I can't set up a rule to do this for me and have to spend time doing the same process manually each month - creating two payments and then matching them.

Please make your product a bit more flexible and user friendly.

  • Guest
  • Sep 29 2020
  • Great Idea Currently In The Works
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  • Guest commented
    28 Mar, 2023 11:20am

    in the meantime, would it work to create a recurring payment with the 2 lines as you need them to separate nominal codes & then just match the bank transaction? auto post on the date you set & one click to match?

  • Guest commented
    28 Mar, 2023 11:19am

    I have highlighted this issue previously as well ,as commented, due to loan and hp payments which are regular and commonly have more than one cost element

  • Guest commented
    27 Sep, 2022 04:30pm
    This is a regular issues for loan or hp finance agreement where you need to allocate a capital and interest payments
  • Guest commented
    6 Oct, 2020 09:44am

    i have a similar issues every month and have just posted the same problem