Credit note allocation directly from the bank reconciliation
When reconciling the bank, to have the option to search and find any unpaid credit notes - without having marked them as 'paid' beforehand, or having allocated them to an outstanding bill or invoice.
At present, a credit note does not show unless it has been previously marked as 'paid' or already allocated against a bill or invoice; hence reducing the outstanding balance.
Credit notes should be treated in the same way as a bill or an invoice in this scenario. I spend a lot of time having to back to the 'awaiting payment' screen, searching a credit note, manually marking it as paid, before I can then go back into the bank reconciliation screen and match this against a payment - it feels like I am working backwards.
Lisa MacHardie
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