Bank Reconciliation - Search on Customer first, then automatically split overpayment between selected invoices
Bank Rules for Split allocations and less steps to overpayments.
We have a subscription business and invoice annually, I go into each customer, search, then split, add the payment amount, then click ok, then click reconcile. (sometimes I have to unclick the invoice it tried to match ; adding another step)
I would prefer a bank rule to search first on the customer and not the amount, improved AI. Then match the payment to the sales invoice as a split more quickly, rather than a 3 step process, to automatically make the overpayment the amount paid.
The other option would be like supplier overpayments, but allowing a journal or batch part payment import to allocate against customer invoices.
We have about 380 allocations each month and it is very time consuming. (It only bank matches if the invoice is for the full payment amount)
Rachel Conroy
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