deposits

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  • Question
  • Updated 9 months ago
  • Answered
When making deposits into an account is it possible to be able to display the running balance on the screen?  Would make it easier to spot a mistake sooner rather than at reconciliation stage.
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Karen Nelson

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Posted 1 year ago

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Charles van Rotterdam

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just open the bank account ledger
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Kevin Russell, Accredited Partner

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Nope. It isnt.
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Karen Nelson

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Yes I've been doing that but didn't know if there was also an option to have a running balance on the same screen when entering deposits.
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Jeanene

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Hi 

We have recently tried to refine our deposit system by bypassing invoices and pay invoices and entering straight into Deposits in the Banking drop box.  Unfortunately, when Ive gone to get reports for the 1/4 BAS the GST isnt being picked up  from the "Receive From" column.  What can I do to get this column to collect GST for our reports.
Please any help would be appreciated.
Jaye

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Kevin Russell, Accredited Partner

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You cannot. That isnt the way the system works.
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Charles van Rotterdam

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Kevin is right, the GST is picked up through invoices or sales receipts. If you want to just deposit straight to the bank account then use the Sales Receipt which has a drop down box at the bottom to choose which account to deposit into.

However if you use Invoice and then Receive Payment then that allows you to keep track to Customers who haven't paid
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Kevin Russell, Accredited Partner

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Yes Charles I am right
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Charles van Rotterdam

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Yes like me, but I'm young and good looking :-)
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Kevin Russell, Accredited Partner

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Yeah well my dog is better looking than your dog:)
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Charles van Rotterdam

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Warri will eat him for breakfast