Very frustrated with "bank drafts"
Hi everyone,
So, we started using NXT full-time back in October. We converted from Sage, formerly known as Peachtree back in the day. I'm frustrated with several things, but the use of the "bank draft" feature to record bills paid online has to rank highly for me, especially since this was so easy in Sage.
For example:
1. I log into the organization's FedEx account, and select 6 invoices for payment. I pay the 6 invoices in one lump sum via EFT. Yet, in NXT, unless I am profoundly missing something, there is no way for me to record this. I have to go to each invoice and hit record bank draft, recording each paid invoice in the bank register one by one and ensuring that I'll have to do some manual calculator work come reconciliation time, since I won't see one nice lump sum in my bank register that corresponds to a debit on the bank statement.
2. If 1) alone wasn't bad enough, when I do hit the record bank draft button, the bank draft numbers don't always move forward in sequence. I can eventually get them to do so, if I toggle in-and-out of the vendor record enough times, but come on, man. This is ridiculous. It took me a half hour to record the payment of 6 FedEx invoices. This kind of thing is slowing me down, big time.
Help. Please!
So, we started using NXT full-time back in October. We converted from Sage, formerly known as Peachtree back in the day. I'm frustrated with several things, but the use of the "bank draft" feature to record bills paid online has to rank highly for me, especially since this was so easy in Sage.
For example:
1. I log into the organization's FedEx account, and select 6 invoices for payment. I pay the 6 invoices in one lump sum via EFT. Yet, in NXT, unless I am profoundly missing something, there is no way for me to record this. I have to go to each invoice and hit record bank draft, recording each paid invoice in the bank register one by one and ensuring that I'll have to do some manual calculator work come reconciliation time, since I won't see one nice lump sum in my bank register that corresponds to a debit on the bank statement.
2. If 1) alone wasn't bad enough, when I do hit the record bank draft button, the bank draft numbers don't always move forward in sequence. I can eventually get them to do so, if I toggle in-and-out of the vendor record enough times, but come on, man. This is ridiculous. It took me a half hour to record the payment of 6 FedEx invoices. This kind of thing is slowing me down, big time.
Help. Please!
0
Comments
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Hi Patrick,
I don't see a way to do it in the web view but have you tried the database view? I'm able to select multiple invoices payable by bank draft, or any other method for that matter, and then process all of them at once.2
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