Columns in Prepare Bank Deposit

Question

When selecting from undeposited funds to Prepare a Bank Deposit, it is listing the transactions using the ID No. Is there a way to list the Invoice number to make it easier to select instead of going into every transaction (especially if they're the same amount) to ensure I'm selecting the right one?

Earl_HD · Accepted Answer

Hi @Nikki-OSF,

Thanks for your question! There is no direct built‑in feature in AccountRight that allows you to display the invoice number instead of the ID number when selecting transactions from Undeposited Funds in Prepare Bank Deposit. This is designed to display payments, so the ID number shown is the payment number, not the related invoice number.

Regards,
Earl