Using Bills
Long ago and many changes since I used to use Bills. Used to put all incoming supplier invoices in bills that allowed me to see when they were due and how much was outstanding. Log ago a change was ...
Forum Discussion
Hi PFP1
Sorry to hear you’re having trouble allocating your payment. The electronic payment feature is optional, so you can opt out of it. When recording a payment, just make sure the electronic payment option isn’t checked, then choose the right bank account to process the payment.
I'd recommend reading the article "Making Electronic Payments" to get a better understanding of how it all works.
Feel free to start a new thread if you need any more help.
Thanks,
Genreve
Ok, I have created a "fake" bill to test.
Only issue is we have 2 bank accounts, one no longer used. Seems when I select record supplier payment the correct bank comes up by default (with the error) and when I uncheck electronic payment it defaults back to an old account no longer used and we cannot apply to the current bank.
If I select the correct account it goes back to wrong account and around in circles we go and I cannot find anywhere to correct this where it allows me to use the correct account AND be able to uncheck the electronic payment.
Hi PFP1,
Thanks for your detailed response with the screenshot. This issue occurs if the account setup in the linked account is incorrect. The linked account for electronic payments should be the electronic clearing account, not your bank account. You need to edit the linked account for your purchase. Please see this help page for more information.
Managing linked categories
Linked accounts
Feel free to post again, we're happy to help!
Regards,
EarlSo you are saying if I change it here like this it resolves my issue?
Will is impact on any other area? I don't want to break something that may affect another area is why I ask.
So I guess my question is. If the invoice is paid by direct debit and the transaction takes a few days to come in with the bank feed is by processing as per image going to apply this to the back feed transaction? Or will we see it still see it in the bank feed unallocated? We don't have any bills due for a few weeks to check.
That doesn't resolve the issue. Transaction came in via bank feed (unallocated) tried to match with the transaction entry shown. It said about electronic payment again so I went to bills and selected payment there (not electronic), upon checking unallocated bank feed transactions it still remains there but no longer the entry to match the transaction.
Think I have wasted enough time on this function, I will go back to manually doing in and continue to set reminders in Outlook for when payment is due, this feature is useless it seems unless it is set up to pay via MYOB.
