Re: [SL] one check, multiple invoices

[Michael H. <mh...@it...>]

Got all that, (I think), the problem is that it's just one total  
balance given for each customer.  So if the customer has 5  
outstanding invoices and either sends individual checks for each one,  
or sends a single check for just four of them, (with the odd one  
invariably in the middle of course), then this doesn't work.  If it  
simply had a check box to enable a more detailed, (per outstanding  
invoice), listing then it would be fine.
    Similarly it would be nice if the plain Receipt screen had check  
info per line item as well instead of just a single entry at the  
top.  Some of our customers run their AP with a separate check for  
every invoice.  Kinds sucks when they're paying for a dozen items -  
we have to wait for every single one to post individually because  
even though they're all on from the same check-run on the customer  
end and deposited the same day on our end, they're still different  
check numbers so have to be entered and applied separately.
    (CC'ing Dieter here on the off-chance nobody's ever thought to  
ask about this before.)


Thanks,

Michael

On Dec 9, 2008, at 5:55 AM, David Boyle wrote:

On Mon, 2008-12-08 at 17:17 -0800, Michael Hasse wrote:
> The only problem with Receipts, (vs Receipt), is that it doesn't
> break out the detail.  In an ongoing client relationship how often
> does one get a single check which actually covers all outstanding
> balances?  We never use it just because of that, it's actually easier
> to enter them one at a time via Receipt.
>     Now if there was something like a combined version of the two
> screens, which showed all outstanding balances for all clients AND
> allowed multiple check entries, (one per balance), that would be
> GREAT!  But it's probably pretty far down on Dieter's priority
> list...  :
Using Cash--> Receipts and hit update.  For me this brings up all
customer with a balance due with a field for Amount (rarely need to
enter anything here), Memo & Source as well as radio check boxes for
which items you are applying.  In my operation I'll often process 20 -
30 checks in a batch and this method allows me to knock them out quick.
The radio boxes are the trick...maybe something missing in one of your
templates?  I am still using 2.6.22.

David Boyle


> Thanks,
>
> Michael
>
>
>
> On Dec 1, 2008, at 10:58 AM, David Boyle wrote:
>
> On Mon, 2008-12-01 at 10:18 -0600, Myk Robinson wrote:
>> What is the proper way to enter one check that covers several
>> invoices? I
>> think that the "Receipt" option is right, but need clarification on
>> how to
>> enter this.
>
> RECEIPT is indeed correct.  Select the customer and hit update.   
> Source
> would be the check number or whatever then use the check boxes to  
> select
> which invoices you are applying to.  Once you have them selected, hit
> update again and SL should calculate for you.  Make sure your amounts
> match before hitting post.  If you are doing a large batch for more  
> than
> one customer, RECEIPTS is a great feature.
>
> HTH,
> David Boyle
>
>
>
>> Thanks,
>> -myk
>>
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