Bank feed allocations direct to invoices
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Andrew Cleverley
Member Posts: 17 ✭
Hi
I am still new to reckon one and am trying to customize the way i use it to ensure i am using it as effectively as possible.
My question is every time a payment is received through my bank feed i have to allocate payments using the "allocate detailed receipt" screen. How ever on the right hand side you can quickly select the customer via the contact tab and then allocate the receipt to an account how ever doing this will not mark the invoice as paid even if its the only invoice owing for that customer
Can this account tab be changed to an invoice tab so when a customer is selected you then go into the invoice tab and allocate a receipt directly to a specific invoice number in relation to that customer.
Currently going into detailed recipts for every single recipt is making things take twice as long as you have to enter another screen with every reciept
cheers
I am still new to reckon one and am trying to customize the way i use it to ensure i am using it as effectively as possible.
My question is every time a payment is received through my bank feed i have to allocate payments using the "allocate detailed receipt" screen. How ever on the right hand side you can quickly select the customer via the contact tab and then allocate the receipt to an account how ever doing this will not mark the invoice as paid even if its the only invoice owing for that customer
Can this account tab be changed to an invoice tab so when a customer is selected you then go into the invoice tab and allocate a receipt directly to a specific invoice number in relation to that customer.
Currently going into detailed recipts for every single recipt is making things take twice as long as you have to enter another screen with every reciept
cheers
0
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