onlink banking: process invoice payment

  • 1
  • Problem
  • Updated 10 months ago
I use ONLINE BANKING to streamline data entry for my bank accounts. When I receive payment against an invoice, I select "AS A PAYMENT ON A TAX INVOICE".



Reckon then opens the CUSTOMER PAYMENT window with the downloaded amount pre-filled and the name of the payee blank.


When I enter the name of the person making the payment (I get this from the memo field which I've omitted in the screenshot), the AMOUNT field becomes 0.00. (I've redacted the name of the person that made the payment).


This means I need to remember the $ value and re-enter it again.

It would be great if Reckon kept the amount in the AMOUNT field without removing it.

The whole point of the ONLINE BANKING function is to make data entry easier - not to add in extra steps and create unnecessary work!
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Jay Garland

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Posted 10 months ago

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