Payments Received for Invoices but I cannot Match them - Reckon One

Emma Eccles
Emma Eccles Member Posts: 6 Reckoner Reckoner
edited June 18 in Reckon One

Hi,

I have entered payments received for invoices however they are showing up on the fast coding and I cannot allocate a match under bank transactions. If I code them it doubles the income I have received, how do I fix this

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Answers

  • John Angelico
    John Angelico Member Posts: 33 Reckon Star Reckon Star

    IIf you go to the invoice/s, can you receive a payment, and see a popup that says "Apply an unallocated receipt" with an amount matching the invoice value?

  • Emma Eccles
    Emma Eccles Member Posts: 6 Reckoner Reckoner

    No I don't have that option

  • klaura
    klaura Reckon Staff Posts: 501 Reckon Staff Reckon Staff

    Hi @Emma Eccles,

    I recommend allocating the payments under Bank transaction, as this will give you the flexibility to assign them to the appropriate invoices.

    Additionally, we have more detailed information about allocating transactions available in this KB.

    Allocate Transactions - Reckon Help and Support Centre

    Best regards,

    Karren

    Kind regards,

    Karren.png

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