Unable to find credit transactions
I have two transactions in my bank feed from refunds, I uploaded receipts from the refunds but I am unable to find the receipts when I go to code the bank feed. When I go to the contact I can see tha...
Forum Discussion
Hi AQ2,
Thanks for sharing your experience with support, even if it wasn't that great. From what you’ve said, those bank feed lines are still sitting there as unallocated in the bank feed window, which could definitely be why you’re not seeing anything on the other side.
If a feed line is unallocated, it just means it’s come in from the bank, but there’s no matching transaction on the ledger yet. You can either:
- create the transaction by allocating the feed line to the right account directly from the bank feed window, or
- manually record the payment/refund, then go back to the bank feed and match it to the right bank feed transaction.
If that still doesn’t sort it, the best way forward is to wait for the support team to get back to you so they can jump into the file and take a closer look.
Regards,
Genreve
