Currently you can still only pay one invoice at a time* and since my OCD requires my cash account in manager to mimic my payments out through my bank, I either:
have to make multiple payments with my bank to the supplier for each invoice and then duplicate that in manager by spending money against each invoice (this is how I usually do it), or
create a single payment through
Spend Moneyto the supplier (ie selecting
Accounts Payableand the supplier and then either leaving the invoice field blank and having it auto-allocate, or
following on from above, create multiple line items for the invoices I want to allocate the monies to.
I would like to do it the third way, however the problem with that is that there is no way to automatically bring in the value of the invoices into the
Spend Money transaction. Nor is there a way to see from this screen which invoices are unpaid or how much each one is.
I don’t have multiple monitors, and I often don’t work with paper invoices in front of me, and it’s a bit of a guessing game (or requires remembering invoice numbers, or alt-tabbing between windows/tabs) and/or have a supplier statement report open. You also have to manually enter the details which can lead to typing errors. If you do make an error, it’s likely to be replicated in your online banking transaction.
It would be advantageous when selecting the invoice (where you’ve manually added more line items) that either ONLY unpaid invoices are in the dropdown, and/or the amount of each invoice appear with it. Then when populating the invoice number, it would again reduce the chance for error if the value of the invoice is automatically entered into the
unit price field. If you’re only going to make a part payment, you could then manually enter a new value.
An alternative would be from the purchase invoice screen (or from the supplier screen to limit payments to one supplier at a time) to be able to select multiple invoices to bulk process. This could then automatically create a Spend Money with multiple line items automatically populated with the correct invoice numbers and payment amounts.
It’s not uncommon for me to pay 3-5 invoices each week for one supplier. As mentioned above, when I log into online banking, I actually pay each invoice, creating 4 or 5 payments to one supplier, all in an effort to keep the bank reconciliation tidier. It would be much easier if batch processing or some other streamlined method was available.