The bank feeds matching screen doesn't allow you to select purchase credit notes or payments on account when making a supplier payment - can this be added?
Common sense would prevail regarding this. Its time consuming to have to delete a bank feed purchase ledger payment and allocate invoices/credit notes to an account. I personally find the old Sage 50 more user friendly as you arent forever flicking between screens. Sage you can do better!
Ah, as a relatively new customer (this year, but previous experience with Xero and Line50) I had to use Chat to ask out how to apply a simple credit note... and seems I'm not the only one! It would have been more logical to me to select Match in Incoming Bank Transactions and tick the invoice, tick the credit note & then you get the net amount as the transaction. E.g. similar to matching a payment that covers multiple invoices.
massive problem. I need to match invoices and credit notes when trying to match a supplier payment. At the moment I have to manually match a credit note to an invoice and alter the amount of an invoice which isn’t always possible when the credit note appears in a different month to the invoice. Also something I shouldn’t have to do, wasn’t in sage 50
Required for customers too
I though it was a bug, rather than a feature!
because you can not do this it is a complete pain, you can not match up using bank feeds if you regularly get creditnotes. the point of bank feeds it to make things faster i thought
This is a must in my opinion. A real flaw in the functionality of the software that this is lacking.
Or sales credit notes...
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