Bank account is missing after latest update

[Brucanna]

@franzeli

However ‘edit’ only allows me to alter account identity for the payment - still does not get me into a workflow in which I can access a list of invoices (under accounts receivable) to apply the credit to, as previously.

EDIT allows you to select “Accounts Receivable”, that then creates a new field which allows you to select a “Customer”, that then creates a new field which allows you to select an open “Invoice” from a drop down list.

This is done from the imported bank statement transaction “EDIT”. No need to go to Sales Invoices or Customers as any entry there would only duplicate the imported bank statement transaction as you noted. The link you provided dated 2015 regarding using Customer Credits is now a redundant process

[16.7.73] Categorization against customer and supplier accounts more intuitive

Previously if payment was to be allocated against the invoice, user would select Accounts receivable account, then select invoice. [image] If payment was to be allocated against customer, then user would select Customer credits account, then customer would have to be selected. [image] Although from accounting point of view, this approach was working. It was not intuitive. The latest version is changing this. It is no longer possible to select Customer credits account because drop-down to se…