Hi,
I have a client that is slowly paying off their invoices but today i have come across a bank feed issue, I cannot allocate a payment to a transaction priod to June last year.
Are you able to help please or offer the best possible method to allocate this accodindly becuase if i allocate manually the bank feed is still there for allocation.
Hi Mishy79,
There could be various reasons why bank feeds are prevented from being allocated to transactions. One possibility is that there might be a lock period set for the transaction date you’re trying to record. Alternatively, you can manually allocate the bank feeds as you mentioned, but rather than doing it from the bank feed window and try matching them to the recorded transactions instead.
If that doesn’t work, it’s worth getting in touch with our team. You can create a support ticket via MyAccount or use live chat with our virtual assistant MOCA for further help.
Regards,
Genreve
