Accounting Ideas

On Customer Allocation & Customer Statements

As the Sales invoices are not generated in Sage itself but through other softwares. The CSV upload will take reference column rather than number column. We are facing difficulties as the details column don't appear on Customer allocation. Most of the clients they do not pay as per invoice number but other details like week ending and candidate name. As the Details section is omitted from Customer allocation it's taking a lot of our time to allocate the receipts.

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  • Dec 16 2020
  • One For The Future
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