Collecting Accounts Receivable

Angus Aron

Hi,

When posting AR collections to the GL, I had to manually create a deposit based on the cash received using a 3rd party service (not a bank). I then had to manually create a payment transaction and apply the payment to an invoice. Is there a way to automate this while reducing the number of steps involved?

Also, I created a deposit and payment today but the invoice did not appear when attempting to apply the payment. I verified the invoice appropriately exists in the Financial Edge. Any solution/s?

Thank you!