Hi Linda Go into the transaction and select the customer at the top left hand corner - the dropdown will show the job under the customer name - select the job you want to allocate to...save & close - if you use price levels make sure they are the same for the customer & the job or they may change automatically (it pays to check each time that the transaction is the same $ value)- hope this helps :-)
It shouldn't affect your bank reconciliation - although you will need to go into the payment made and it will show the amounts of moved transactions unpaid - I have done this few times and have never known it to stuff up the bank rec as the payment is still recorded - it will show in the bottom left that there has been an overpayment (go to the Customer not the job to pay). and yes if you have alot of transactions It will be alot of work - hopefully someone else on the Community may have an easier way - as it would be good to know if there is a better way....:-)
Linda Pollard
Member Posts: 4
Comments
Go into the transaction and select the customer at the top left hand corner - the dropdown will show the job under the customer name - select the job you want to allocate to...save & close - if you use price levels make sure they are the same for the customer & the job or they may change automatically (it pays to check each time that the transaction is the same $ value)- hope this helps :-)