DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Import to Uncleared payments


#1

After doing a lot or research and testing, I has just started using the uncleared payment feature. However, I write upward of 100 checks a month and have this information in an excel spreadsheet. I can import into the bank statement using the import feature but cannot make them uncleared (which they should be when I write them). Is there a way to import to the uncleared?


#2

It’s not possible to import to Uncleared payments column. I could make it possible but why not enter those transactions directly into Manager as you go instead of using Excel.


#3

Excel is being used to create the checks which is coming from a database
that calculates what we owe. The input to the database come out of our POS
system which tracks sales (it’s a large consignment store). The checks are
paid twice a month when this calculation is performed (sale less
commission) so the excel sheet is a export from the database and a way to
print the checks without having to enter anything. All I need is a way to
get this file into manager without the manual entry. I can import to the
bank account (with the import feature which is what I currently do) but
then I can’t use the uncleared option and many of these don’t clear by end
of month statement time.