Why are receipts being ‘explained’ without being allocated to an invoice?

Question asked by Katie Keat 2 months ago

Why are receipts being ‘explained’ without being allocated to an invoice?

A customer paid two invoices together and it shows as ‘explained’ on my bank feed. and it appears to have automatically have been ‘explained’ and assigned to ‘Revenue’.

I’d have expected this to be in my unexplained queue for me to allocate it to the correct invoices.

The automatic explanation of items is potentially useful but in this case it’s actually making it much more difficult to record payments. Am I doing something wrong?

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1 Reply

Hi Katie,

I have taken a look and can see you have the Auto Explain feature on.

In this case, you can disable this by heading to Dashboard > Bank accounts > Click on the bank > Click Edit > Click Auto Explain > Untick Always run for this bank account > Save. This will stop the system from auto explaining transactions into PAY and REC prefixed transactions.

Tommy

Best answer
2 months ago

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