Unallocated Payment Summary

  • 3
  • Idea
  • Updated 4 years ago
We often have clients paying lump sums in advance which we put into their account as an unallocated payment.  Each transaction is then deducted from this unallocated payment.  Is it possible for you to enable us to see which transactions relate to an unallocated payment by clicking the little cross beside it maybe? At the moment, if we want to look back and see which transactions relate to which bulk payment we have to click on every transaction.  Can take a long time if they have lots of transactions and lots of bulk payments.  Thank you
Photo of Celia Young

Celia Young

  • 67 Posts
  • 22 Reply Likes

Posted 4 years ago

  • 3
Photo of Kirsty

Kirsty

  • 49 Posts
  • 21 Reply Likes
Agree. We would also like unallocated payments to be included in the reports.