Import tool and Mass Update of Transfers
Question asked by Keith Pocock 6 years ago
I seem to have an issue with using the Mass Update tool to import Transfer entries.
Before importing my bank statement, I identify all the payments I have received directly from clients. I prefix these entries with "Transfer-". The idea being that I can then use an Import Rule to process all the entries as Transfers from my "Sales - BACS payments" account, where the original sales are posted.
However, the Mass Update tool insists that I put values in for Entity, Account, VAT etc. and as a result entries end up being treated as revenue.
Perhaps I am missing something obvious?