Question asked by Nathan Mayoh 2 months ago
Y struggling to match bank payment to show invoices paid without them adding the amount additionally to the bank balance, I have reset the account twice but just can’t get the functionality I need. Any ideas?
Hi Nathan,
There are two different methods you can use to record these transactions, please see:
Digital Record Keeping Overview
As you currently use bank feeds, you should explain the bank transactions by allocating this to the relevant invoice. You should not use the manually record income on the dashboard to prevent duplicating the transaction.
Tommy
Best answerThank you for your previous reply. How then do i rectify the fact that some payments are now not reflected?
But when I allocate them you show a false increase to the bank balance?
Hi Nathan,
When logged in, can you click the ? icon at the top right > Send Us a Message and include an example transaction please?
Tommy
You must 