Accounting Ideas

Match purchase credit notes in bank feeds

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?

  • Guest
  • Nov 23 2019
  • One For The Future
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  • Guest commented
    23 Dec, 2022 09:45am

    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!

  • Guest commented
    18 Nov, 2022 12:01pm

    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.

  • Guest commented
    7 Apr, 2022 04:15pm

    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

  • Guest commented
    8 Jun, 2021 10:53am

    Required for customers too

  • Guest commented
    5 Feb, 2021 04:30pm

    I though it was a bug, rather than a feature!

  • Guest commented
    22 Jan, 2021 10:40am

    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

  • Guest commented
    24 Sep, 2020 08:09pm

    This is a must in my opinion. A real flaw in the functionality of the software that this is lacking.

  • Guest commented
    17 Mar, 2020 08:19am

    Or sales credit notes...