Allocating payment to a bill when uploading to intray

[KitAdd]

Hi All

When we upload a bill to the intray and create bill, it gives us the option to enter an amount paid but does not give me the option to allocate what bank account payment is coming from.  It automatically allocates it to the main bank account.

As we pay alot of our bills up front with the credit card it would be great if I could allocate the payment direct to the CC.  As it is now I have to create the bill then go out of the intray to process the payment.

Any help would be great

[Tracey_H]

Hi @KitAdd 

Thanks for your post. When you enter an amount in the Amount paid field the software automatically records a supplier payment transaction. You can select the default account for supplier payments in Accounting>> Manage linked accounts>>Purchases>>Bank account for paying bills.

If you select the credit card as the linked account it will be the default account for payments entered in the Amount paid field and entered through Create supplier payment. 

Please let me know if you need further help.

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