Apply imported payments to recurring purchases

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1

Hi, I’m probably just being a bit thick but I have a problem I can’t see a solution for.

I use recurring purchases, which are set up ok (I think) and I use importing bank transactions by using a .csv file (bank feeds isn’t available). My issue is how to have the imported payment ( ie bank debit) applied to the correct purchase.

Can anyone provide any advice on this please?

2

Hello @Eljay59,

You can automatically apply Payments to Supplier accounts using Bank Rules.

If you need to be more specific and apply the payment to a specific invoice, you need to Edit that payment manually after import.

3

Thanks Ealfardan. Much appreciated. :slightly_smiling_face: