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Enable adding a repeat bank transaction to a supplier

We pay some suppliers by monthly standing order or direct debit, the amount being the same. It would be useful to be able to set up a repeat bank transaction tied to a supplier.

  • Anna Hales
  • Oct 25 2018
  • Already exists
  • Attach files
  • Rob Smith commented
    October 28, 2018 14:12

    this would see a simple solution - at the moment what I have to do as a work around is pay off each purchase in order. Once the total for a purchase is achieved this creates an overpayment which then has to be credited to the next purchase in line etc etc - this means a payment is then shown as a 'split' total rather than the full amount of the payment as a single line when reporting. - Bob

  • Admin
    Julie Shepherd commented
    November 06, 2018 14:44

    You can set up a repeat purchase for this and choose to automatically pay it each time.  Please see this Knowledgebase article for further details.

  • Rob Smith commented
    November 06, 2018 18:58

    Hi Julie

    I already create purchases which are used when ordering materials; by doing what you say to do would make it look like I had ordered much more than I actually had, therefore this would seem not to be a solution - can you comment please?

    Kind regards,

    Bob Smith
    Highland Green Lawn Care
    Tel: 01343 811 114

  • Admin
    Julie Shepherd commented
    November 07, 2018 09:09

    Hi Rob, I will ask one of our Support team to contact you to advise further.