how to record banked cash and cheque multiple clients
Hi everyone, Hoping someone can help me out.
So the other day i banked some cash and a cheque at the same time. Unfortunately both deposits were from different payers. I usually record payments/deposits through bank feeds so when I go to record ''receive payments' , I obviously can't select 2 different customers.
After a bit of research I read about recording them to an 'undeposited funds' account and I understand how that works and is fine expect I can't select this option when I go to 'receive payments' as this greyed out.
How do i change this so I can record correctly?
Thank you for your help in advance.
Tash
Hi Stairs101
Are you attempting to select the Undeposited Funds account from the Receive Payments window generated from the Bank Feeds>>New>>Recieve Payment option?
If so, you want to close that window and generate the window from Sales>>Receive Payments. This will allow you tick the Undeposited Funds option so that you can mark that transaction to go through to the Prepare Bank Deposit/Undeposited funds account. Once you have processed that Prepare Bank Deposit including those payments you can use the Find function to match to that bank deposit transaction.
