Bank Feed Prefferences

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Andrew Cleverley
Andrew Cleverley Member Posts: 17 ✭
edited April 2020 in Reckon One
I'm still very new to reckon one and am unsure on if this is possible but when using bank feed you have the option of inputting the receipt or payment through using the quick input option to the right or the advanced option to the left.
My question is when using the quick option to the right once you have selected the customer to allocate a receipt too it only lists the "account" to allocate the receipt too. can this not change to a list of invoices currently under that customer so payment can be quickly allocated to specific invoices? is their a preference section for this?

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  • Kwikbooks (Professional Partner)
    Kwikbooks (Professional Partner) Member Posts: 824 ✭✭✭
    edited April 2020
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    Hi Andrew

    Are you using auto bank feed or manual, and are you talking the quick code tab or are you referring to quick option right as being the top RH corner where you go straight to 'supplier' & ' account' choice, and the advanced as the allocate payment/receipt  transfer option under the transaction>

    Screen shot.

    If it is the latter then choose the allocate option this brings up the customer and you can choose allocate to invoices or new and allocate to accounts with multi lines

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