Short Key For Allocating Mass Payment (PRESS ENTER FOR SHORT KEY)
Maybe this post will help someone else avoid repetitive strain injury on there index finger!!!! When allocating payments and receipts to invoices. No Short key is provided however if you press ENTER it will allocate the full payment. F3 was the sh...
Russell Russell
over 6 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
Stop adding the cash reference to the second reference of an invoice, if it is blank, on allocation
When an invoice (Sales or Purchase) is processed with no second reference when you allocate this to a cash transaction it populates the invoice 2nd reference with the cash transaction reference. Can this not happen or at least have a switch to eit...
Guest
over 6 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
Generate Payments - Allow Cheque Value to Exceed Balance - Setting to default this be ticked
The system needs to made more fool proof - this is one example. If you do not tickAllow Cheque Value to Exceed Balance when Generating Payments - the suppliers that have exceeded their balances cause a payment run to fail and subsequently the BACS...
Saeed Malik
almost 4 years ago
in Generate Payments
0
Idea Accepted - Gauging Support
Stop cheque number skipping on multi page remittance
Has ran through the process but is finding that when she created the cheque, it is going on the wrong number, wants the cheque to be 37 but keeps going to 38 - using the standard Cheque and Remittance layout. Allows 18 lines on the remittance Crit...
Guest
almost 9 years ago
in Generate Payments
2
Further Information Required
Allocation transfer to another customer/supplier account:
When in customer or supplier allocation, allocating debits to credits etc. there may at times be differences between the debits and credits for valid reasons and to be able to have the option to transfer the difference to another customer or suppl...
Guest
over 9 years ago
in Allocate
0
Idea Accepted - Gauging Support
It would be most helpful to have a column for the URN Its almost impossible to allocate the right transaction when they both have the same transaction date, reference and amount ! This is quite critical when foreign currency involved eg transactio...
Saeed Malik
almost 5 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
A customer has requested a method of selecting multiple transactions during an allocation session - perhaps using tick box or Ctrl button. They often do large allocation sessions and are unable to utilize the auto allocation function as it is. thi...
Guest
about 7 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
It is taking us about a day to prepare a payment run, this is because it takes so long to collate all of the purchase invoices for the authorisor to the check the payment run against. The ideal scenario would be that when you generate the payment ...
Guest
over 7 years ago
in Generate Payments
0
Idea Accepted - Gauging Support
Generate payments remittance date to be todays date not the date software was installed.
Currently in Purchase Ledger Period End Routines Payment Processing Generate Payments. The remittance date seems to be the date the software was originally installed. It most certainly isnt todays date which would be much more
For sort preference in Allocations form to be remembered
On allocating invoices/credits to payments/receipts, the auto allocation option works by looking at the first items on the sort eg if you sort by reference and press auto allocate, it runs this on the first reference first. If you always want to s...
Guest
over 2 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
