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
  • Great Idea Currently In The Works
  • Attach files
  • Guest commented
    10 Jan 12:07

    Matching credit notes is a nightmare especially when it has to matched to large payment with multiple invoices attached to it.

  • Guest commented
    July 31, 2023 15:18

    Same for sales credit notes will be good.

  • Guest commented
    March 16, 2023 11:10

    Been looking for this to be added should be able to allocate credits to part paid invoices when posting. My old system could do this.

  • Guest commented
    March 15, 2023 13:47

    Long overdue

  • Guest commented
    February 12, 2023 16:26

    I've been giving this feedback to Sage for several years. It's basic stuff and really frustrating. Get it sorted

  • Guest commented
    December 23, 2022 09:45

    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
    November 18, 2022 12:01

    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
    April 07, 2022 16:15

    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
    June 08, 2021 10:53

    Required for customers too

  • Guest commented
    February 05, 2021 16:30

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

  • Guest commented
    January 22, 2021 10:40

    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
    September 24, 2020 20:09

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

  • Guest commented
    March 17, 2020 08:19

    Or sales credit notes...