Unable to Allocate a bank transaction to a Supplier Bill
Hi,
I am trying to allocate a monthly payment against our workers comp invoice direct from the bank transactions. I have had no trouble for the past 10 months. The supplier, amount & direct debit all remain the same. I can locate the Supplier bill in purchases with an outstanding balance but it is not an option for payment allocation. Any help would be appreciated. Thankyou
Hi MidCoastMowers,
If you're unable to allocate a bank transaction to a supplier bill, even though this has worked previously, if the transaction you're referring to could've been included in your previous reconciliation, it may be worth checking if it was already matched or recorded. If it wasn't, it could be marked as check in reconcile accounts.
If the issue persists, you need to reach out to our live chat support through our virtual assistant MOCA or submit a case via MyAccount so they can further look into it and fix it for you.
Regards,
Sai
