Problem reported by David Marston 8 years ago
I contacted support recently and was advised that no bank payment can be explained with first creating a corresponding supplier and bill. I am finding this hard to believe as it seems to me to generate a huge amount of additional work. e.g. to post bank charges I first have to create a bill. I am sure I must be missing something!
SolvedI meant to type "without" first creating a corresponding supplier bill (not with!)
Hi David - you're both right!
When you come to explain a bank charge on a bank statement, you have to tell it who the supplier is, so, if it's not on the "to" dropdown, you add a name (eg Lloyds) there and then using the + icon. When you then hit the add transaction button,the system goes off, creates an internal bill from Lloyds and pays it off.
So there's no need for you to ever actually create a bill first.
The benefit of having a supplier is that you can, at any time, get a list of purchases from the supplier, via contacts or Bills, whether they are formal Bills you have entered (with a PUR prefix) or bank payments (with a PAY prefix).
OK, thanks Paul, that makes me feel much better!
You must 