Bank Rule for overpayments
We have a lot of clients that make payments on account that don't match invoices.
For example they may have a food supplier who they pay £500 a week but this doesn't match any invoices.
It would be beneficial if we could set up a Bank Rule so that these payments are automatically treated as overpayments to the designated supplier ledger.
Currently we have to go "add details", select "overpayment", put in supplier name, then "save transaction" for every single one. A Bank Rule would do them all in the press of a button and save a lot of time.
Sarah Pemberton commented
I agree with Emma, Overpayments are a bug bear, something does need to be done as a priority.
Emma Hunt commented
This is critical to how we operate our seat fee accounts at the rowing club. I receive 100 regular payments each month that are held on account and then used to offset fees for entering rowing events. I have to manually add these to each account. Labour-intensive when a simple rule could fix this. Please consider as a standard feature, or advise an alternative way...
matthew clarke commented
This would be extremely useful, why is it not a feature already?