I am using v. 23.2.2.607. I hadn’t upgraded for years. Apparently, when entering a receipt for
a customer, you now have the customer automatically populate on the detail line of the receipt. I appreciate that I don’t have to remember to do that. However, I do miss the ability to split one receipt amongst multiple customers, which we do run in to.
Thanks.
That was never possible. If anything you should issue a receipt for each customer.
I am not sure what you are referring to. A receipt can only come from one payer. That is, there can only be one counterparty. Are you perhaps referring to a situation in which one customer pays off another customer’s invoice?
And by the way, your version is already almost 250 versions behind.
EDIT: Oh, I see @eko made my point while I was composing my post.
250 versions behind? I just upgraded this year. How many versions come out in a day?
Anyway, yes, apparently a million versions ago, there was the ability to select who the receipt went to on the detail lines and the corresponding invoice #, if any. I could enter multiple detail lines for different customers/ sales invoices, splitting the one receipt.
It is still possible to do this if you select “Other” as the “Contact” under “Paid By” in the receipt.
I can see very limited use for this however in these days of electronic payments, but may be applicable if a travelling representative collects cash payment of invoices from customers.
Most Excellent! Thank you!
It works great.
Regarding relevancy, I promise you it’s very relevant. In my case we are a dues paying non-profit. Some members pay for other members as well as themselves. I’ve been a developer in the corporate world for 40 years, and corps/companies own other corps/companies, and very often receipts come from a central corp for multiple offspring.
Thanks again!
Frequently several. Sometimes none. On average, the program develops and advances extremely rapidly compared with many others. If you aren’t willing to keep up on a much more frequent basis than some other programs you use, Manager may not be the best fit for you.
Let’s be clear. Receipts never, ever go to anyone, let alone multiple recipients. Receipts record money coming into the business. A receipt comes from one and only one source. Your examples outline cases where a single receipt is allocated among multiple receivables. That has always been possible and still is. But it’s still a single receipt from a single payer. The difference between that and your description of
the receipt going to multiple customers is large.
In your system, receipts can be allocated to sales invoices, which equate to the customer they’re generated for. Excuse me for speaking in shorthand.
What’s the danger in not updating frequently? I hesitate to ask. Not the system for me? Most of us have lives outside of Manager. It’s a tool. A very nice, free tool.
Thanks.
The danger is that user support comes mostly from those in the community who stay up to date. When you fall behind, you will get no support for your obsolete program. Do you need to update daily? No. But certainly monthly and more advisedly weekly. It literally takes only seconds. And that way, you don’t encounter major leaps and changes in the interface that are difficult to comprehend.
If you’re going to use Manager, it’s also important to understand how you fit into its universe. The program is not, strictly speaking, free. Only the desktop edition is licensed at no cost, for a single user. The developer makes its money by selling licenses for the server edition and subscriptions for the cloud edition, with primary emphasis on the latter. That’s important, because the cloud edition is updated continuously. Therefore, the developer’s primary customer base is experiencing a constantly evolving program. So the developer has no qualms with constant changes, most of them small.
Desktop users like you get to take advantage of almost all features of the rapid advances for free. But if you don’t update frequently, new versions can seem jarringly different. The end result requires an acceptance of always being something of a test subject. Not everyone is cut out for that.
Amazing. Thanks for the explanation. You’re so prolific in the forums, I assumed it was your company. I inherited Manager when I became Treasurer for our nonprofit a few years ago. It is wonderful to not have to use Excel. I hope the desktop version remains free, at least for nonprofits.