I have created a job under a customer, how can I move the transactions from the customer over to their job?

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  • Updated 3 months ago
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Linda Pollard

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Posted 3 months ago

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Toni

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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 :-)
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Linda Pollard

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Awesome, thanks so much
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Linda Pollard

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Actually no, that doesn't work. There are too many transactions in each customer. Also would stuff up the bank recs
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Toni

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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....:-)
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Linda Pollard

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Ok cool, I'll have another go..Thanks