Skip to main content
G
gorillasolutions
June 9, 2019
Solved

If a supplier has been paid in instalments, is it possible to match multiple charges in banking to the single expense?

  • June 9, 2019
  • 1 reply
  • 0 views
ie. I used a freelancer, paid £250 as a deposit, then £250 on completion. I have an invoice for £500 but am unable to match them.

If however, multiple invoices were paid in one transaction, this is straight forward to match.
Best answer by Kristine Mae

Hello there again, Gorillasolutions.

 

We always appreciate customers who take the time to give us their feedback. I'll gladly share what you've said to our management team. They'll submit it to our software engineers. This will be reviewed and might be included in future updates.

 

Visit us anytime if you have other concerns. Take care! 

1 reply

Kristine Mae
Kristine Mae
June 9, 2019

Hello there, Gorillasolutions.

 

You're right. You can easily match multiple invoices with one payment transaction. However, you're unable to match multiple payments to one invoice.

 

You can exclude the payments so it won't cause any duplicate transactions. Here's how:

  1. On the Banking page, go to the For Review tab.
  2. Choose the payments.
  3. Click Batch actions, then click Exclude Selected.

All excluded transactions will go to the Excluded tab for reference.

 

Let us know if you have more questions. We're just a post away. 

 

 

G
gorillasolutionsAuthor
June 9, 2019

Thank you for your swift response.

 

It's a shame that it's not possible to do this, as I'm sure it's not a particularly unusual operation.

For example I often have an initial charge for accommodation and then additional charges at the point of check out. This creates multiple charges under one invoice.

 

My current work around for anyone else that would like another solution is to duplicate the expense and then amend the totals so they correspond with charges.

 

However, if you would be kind enough to feed this back as a potential development Kristine, it would be much appreciated. 

Kristine Mae
Kristine MaeAnswer
June 9, 2019

Hello there again, Gorillasolutions.

 

We always appreciate customers who take the time to give us their feedback. I'll gladly share what you've said to our management team. They'll submit it to our software engineers. This will be reviewed and might be included in future updates.

 

Visit us anytime if you have other concerns. Take care! 

Terms & ConditionsAccessibility statement