Notice on Explain Bank Import Screen where Customer has Credit on Account

Idea suggested by Chris Curtis 9 years ago

It would be very helpful if there was a notice on the explain payments screen when the customer has an unallocated payment/credit.

Even if it is a simple 'This customer has unreconciled cash/credit on account!'

It would save so much time when trying to figure out what a customer is paying and you cannot get their payments to balance because you do not realise they have used a credit.

3 Replies

Exactly that or an unallocated credit note!

An example, a customer has just paid me £75 but there was only an invoice showing of £100 unallocated on their account. I emailed the customer to say that they had short paid by £25 and they replied saying there was a credit of £25. It only when I looked at the bottom of the invoice I saw this listed.

Hi Chris and Kevin,

I agree with you both - this would be a very useful improvement. Our Product Team are currently finalising the Roadmap, which is soon to be released. The Roadmap will hopefully give you a good idea as to when this may be looked at and what the Team are working on. Many thanks for your suggestion.

All the best,

Mia

You mean funds sitting in unallocated cash?

If so, it's something i've raised before. I think there should be a general warning message advising of that at all times, it's far too easy to miss as it stands.

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