On this occasion the bank was imported via a csv not the bank feed.
This is a feature of the system when using the Bank Feeds option. Unfortunately you will not be able to use any of the auto-matching features when importing transactions via CSV.
Is there a reason that you prefer not to use Bank Feeds?
I imported a number of transactions and when selecting the bank payment 'assign to purchase' I only had a single line to allocate to one invoice.
I was told by support to overpay the invoice and then go to the purchase ledger and allocate the overpayment to each invoice one by one. The other advice I was given was to post a payment for each invoice to allocate a payment for each invoice.
We do not use bank feeds
To be honest I'm very frustrated with Kashflow it doesn't feel like the finished product I was lead to believe.
Why one rule for Bank feeds and another for CSV?
If you can't assist I would rather not be contacted as it wastes my time and I can work around the system in other ways.
The multi user functionality is also very poor.
I go to the bank and pay 2 cheques in with my paying in book.
Both are worth £50 each and they are from different customers (let’s call them Customer A and Customer B) meaning the bank account shows a deposit of £100.
Currently I can only pay one of the invoices on your system as it will only recognise a deposit as being from a single customer, meaning I have one invoice for customer A overpaid by £50 and the invoice for customer B remaining unpaid and showing an outstanding balance of £50.
Is there a way you can assign 2 invoices or more for different customers to a single payment?
You can already do this.
Tick 2 invoices and then change the amount paid off each
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