After activating ‘Receive money > New Bank Transaction’ for an invoice with this version (17.9.69) of Manager, Manager flags the invoice as ‘Paid in full’ status but no update of ‘Bank Transactions’ in my Bank Account.
What to do now?
Can you post some screenshots showing what you are referring to?
Make sure when you’re selecting ‘Receive money’ > ‘New Bank Transaction’ from the invoice screen, that you’ve selected a bank account. Don’t leave it as Suspense, for example. This may not be your issue, but it’s a possible cause.
You are right! The bank account was on ‘Suspense’, so it did not transfer the amount to my account.
I corrected this by deleting the ‘Suspense’ items (2) and do the action again, by clicking the button ‘Receive money’ on my invoice, but now select my bank account. Everything is fine now.
However: this is a change from my former Manager version (17.8). Can Manager not pick an default bank account, so this user error will not happen too often?
how do you expect Manager to know through which Bank account the transaction was made when there is more than one account. The user needs to select an account.
but it would be easier for users who have a single Bank or Cash account to have the Bank or Cash account selected automatically when making a receipt. Maybe @lubos can look into this.
You did not need to delete and re-enter the transactions. You could have edited the transactions in the Suspense account.
Ah, something to remember! Thanks.