Cash Receipts: automatically populate a GL account based on the payment that you select
It will allow for separation of say what is Cash vs CC for ease of GL recon (and likely reports too)
Like say 1-1000-00-000 is the normal bank GL it will turn into this when we select the payment method.
1-1000-00-001 Cash
1-1000-00-002 CC
1-1000-00-003 Check
etc
You can still have it go into 1-1000-00-000. You don't have to use this option, but more for those who want to use it.
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Guest
- Nov 1 2017
- Future consideration
Related ideas
Hi Vince! Thanks so much for the suggestion. We actually took a different approach to solve this problem by providing the ability to Copy previous payments while adding a payment. Copying a previous payment brings over relevant information such as the description, payment method, etc. along with the general ledger distribution. Would love to get your thoughts on it!