Sales/Purchases: Paid Today - Select account

This would be most useful.

This DEFINATELY needs looking at.  We have about 40 invoices to enter in a day and now 50% would be with Paypal.  In payment methods we have "Eftpos", "Direct Deposit", " Cash" and "Paypal".   In the past most businesses would only have 1 account but with Paypal now that is like having 2 bank accounts that need to be reconciled.  

We we do invoices and mark the amount as "Paid Today"  the accounts are linked to our main Cheque Account.  That is fine for "Eftpos" and "Direct Deposit" but for "Cash" it needs to be able to be linked to "Undeposited Funds" and "Paypal" payment method to our Paypal account.  

Currently we have to go back into the the transaction journal and bring up the payment and manually change it into the correct accounts.

Wouldn't be to difficult to have a "Payment Method" linked to a "Bank Account or Undeposited Funds".   PLEASE can you look at this...would save us lots of time each day and I'm sure there is a growing number of businesses that run more than 1 account now that Paypal is used so much.

Kind Regards

Simon

When entering bills and sales it would be useful if there was a drop down box so you could pick which account you want to pay or receive money in the "Paid Today" field.  it is half way there in the Enter sales window, but it only gives you two options Account, which you can't change without going to the set up page, or undeposited funds.

This would save a lot of time especially as we have multiple accounts are being used.

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When entering Purchases/Sales Invoices, there is an option of 'Paid today'.  This defaults to the cheque account or another bank account.

How can you apply the payment/receipt here, but have the option to change the bank account the payment/receipt  is to be applied against, as well as to or from a credit card.

This would save the tedious task of having to enter the invoices and then 'Make Payments' or 'Receive Payments' - meaning 2 transactions.

Thank you

When using the "PAID TODAY" field, enable it so you can choose which account to pay from (eg. perhaps a drop down list).. not just the default account... but perhaps, for example, a credit card account. 

I would love it if when you are inputting invoices that it give you the option of what account you are paying the invoice from. At the moment you have to record the invoice and then go to payment to choose what account you want to pay the invoice with say with a credit card.

It has the paid today choice but not the account which you pay with it automatically goes to cheque account. If it was set up like the form in sales where you have payment method this would be a great time saver.

Thank you

Entering purchases and payments at the same time is a common scenario for bookkeepers who run creditor systems and make entries after the fact.  In businesses where there are divisional accounts, there are often different bank accounts for each division.  I'm not talking huge businesses here, they will probably have real time invoice entry.  

The main reason for the purchase invoice to be entered is to track stock, or to track purchase history from a supplier.  AccountRight has no card history when entering via the bank - the purchases history is all based around creditors (I might bring that up in another post).  

Back to your comment Dan, do you think the bank feed is smart enough to recognise each paid invoice and allocate the payment quickly?  I like to enter the payments as I go so that I know what's outstanding at any given time but others might use the bank feed first.    

I have suggested this before and got a reply suggesting that it could already be done.  I think it iimpossible in sales but would be a huge time saver if available in purchases.  Would save heaps of time!