Mass Allocation when Explaining a Transaction

Idea suggested by Kelly Hatfield 10 years ago

We import our bank statements weekly and go through and explain each transaction. So far so good... except when we get to our main 'Suppliers'. For example I have just explained a transaction for £20k which equated to 80 invoices needed allocating to it. I have to do this every month to 5 different suppliers and you can imagine the time it takes.

Instead of having to allocate each invoice at a time and waiting for screen to refresh to then allocate the next, couldn't there be a checkbox next to allocate, I then could tick the checkbox for all 80 invoices and click allocate / add transactions with one swift click?

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Could a solution be...

Delete that transaction from the bank import > Go onto the supplier > Edit Contact > Allocate > Add payment

once payment is added, from here I believe you would be able to allocate against all the invoices you needed at once.

10 years ago

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