Would like to be able to post cash receipts to a particular payor w/o going through AR

I would like to have the ability to set up entities that we receive funding or other proceeds from that would allow us to pick them as the payor when recording misc cash receipts.  It would be similar to picking a vendor, only it would be a payor for cash receipts.  This would allow us to search for payments by payor and run reports.  Currently, I think it is difficult to find specific payments such as insurance proceeds, since you have to know what the deposit date was.  That is usually the detail I don't know off the top of my head.  

  • Karen Edwards
  • May 2 2018
  • Needs review
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  • Taylor C-H commented
    13 Aug 19:42

    This is extremely important for us, as we have a lot of donations, so nothing to actually invoice for, but still have to keep track of who gives us an amount above a certain threshold each year to comply with legal requirements for reporting. Doing this without tying to an established customer record is liable to result in human error, and failure to find all given donations for any specific individual or organization.

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  • Guest commented
    May 02, 2018 17:32

    I agree with this suggestion.  It is extremely time consuming to look up deposits, unless they have an invoice tied to them. 

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