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Oct 13, 2023 1:03 PM UTC
Question

How do I assign a credit card refund sitting in the bank feed to the credit card account?

How do I assign a credit card refund currently sitting on the bank feed to the credit card account.  The Record as transfer indicates a Transferred from*.

1 reply

Oct 13, 2023 3:01 PM UTC

Hello lorna-mackinnon-, thanks for posting on the Community

 

To record the credit card refund, enter a credit card credit (from + New > Suppliers). Once saved, this will show a Match to the transaction in your connected bank feed (please note, the Bank/Credit account, Payment date, and Amount should be the same to allow the system to find a match).