Currently we have the following options to create receipts/payments: Copy a single invoice to Receipt/Payment Copy the entire statement to Receipt/Payment Manually type in Receipt/Payment detail Or: Entirely forgo manual allocation in favor of auto-allocation. The reason an additional method i…

I quiet like the format used for bank import and journal entries where a total is entered / fixed and the difference between calculated and entered total shown. Having a panel showing unpaid invoices and allowing selection / checking multiple could work well with that. In the current payment entry…

I believe my question is related to the opinion expressed above, so I’m going to add it rather than start a new topic. I come from the QB side of running a small business. one of my biggest functions is tracking expenses and paying them off - I use a credit card for the purchases. Lots of small p…

[image] jnewman67: How would this be done in Manager? Nearly everything is clearly explained in the Guides , which should always be your first source for getting information. In this case see the paragraph Payments for multiple purchase invoices in this guide .

thank you for the response. I did look in the guides for that info, and was on that particular guide, but I clearly just missed seeing that particular paragraph. And while poking around in the Payment form, the invoice selection option doesn’t appear until you’ve choose the Accounts Payable accoun…

Have you tried “Create payments from supplier statements” as per the guides?

[image] jnewman67: I come from the QB side of running a small business. one of my biggest functions is tracking expenses and paying them off - I use a credit card for the purchases. Lots of small purchases, which I enter as separate bills, and then one payment at the end of the month, covering m…

[image] AJD: Have you tried “Create payments from supplier statements” as per the guides? This is the guide @AJD is referring to: – https://www.manager.io/guides/35478

“Create payments from supplier statements” oh, this is a brilliantly designed solution!!! a little hard to find intuitively (not directly found via Payments), but I’ll take it!!! That performs EXACTLY the task I was looking for - it lists all open items, lets me check to see what’s missing, lets …

[image] Ealfardan: petty purchases using credit cards (okay, the highlite, copy, and Reply to get started with a quoted section is a neat trick too!) After reading the comments from Ealfardan again as well as the import instructions, I understand how importing a statement would simplify not …

[image] jnewman67: importing a statement would simplify not only reconciliation but also entering all the purchases Try it. It is a massive step forwards in my opinion. Bank rules can do a significant part of the work almost automatically Where there is not sufficient information in the imp…

Free selection of invoices to create receipts/payments

ideas

Topic		Replies	Views
Streamlining receipt of payments Uncategorized	4	1765	March 5, 2017
Recording a receipt for multiple invoices Uncategorized	18	2728	September 19, 2021
Product suggestion - paying multiple invoices on a single supplier Uncategorized	11	752	September 6, 2019
Payment to supplier Uncategorized	15	727	November 10, 2021
Receiving money from a customer for multiple sales invoices Uncategorized	4	308	September 12, 2021

Free selection of invoices to create receipts/payments

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