Bank Direct Connect: Ability to "Apply" cash to invoices

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Bao Do

• May 31, 2023 20:51

Quickbooks Online (and other GLs) have the ability to apply a bank transaction from a bank feed to one or many outstanding customer invoices (billing) or vendor invoices (payable).  Accounting Seed currently only has the ability to match/add to a cash receipt or cash disbursement record.  

Feature Request: Provide ability to apply payments from bank feed (bank transaction) to a billing or payable.  This means you would have to do the following:

• Create ("Add) a cash receipt/cash disbursement from the bank transaction
• Create the underlying BCR/APD application records to the selected invoices (billings or payables).

 

4

• Official comment

  

  Permanently deleted user

  • June 27, 2023 14:10

  Hello Bao, 

  Thank you for submitting these BDC enhancements. I will have the Product Development team review this feedback item.

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  Peter Ladd

  • September 25, 2023 10:03

  Hi Preasha

  Just wondering if there has been any progress on this suggested item to development and if we could see it in a release soon?

  Thank you

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