Name of Feature/Request: Total Amount Column is misleading
What financial, time savings, or quality of life improvements will occur from this: Show a Balance report for Customers and VendorsThings to Consider: Total Amount Column is misleading, You cannot Appply Checks or CC payments to open Bills.Alternative Solutions: Current Issue is that we cannot associate a Check or Credit Card payment directly to a Bill.Item 1 Online Banking Apply to Open BillsTo apply online Banking transactions to an open Bill could be accomplished by allowing the Default Expense Code to be set to the Account Payable gl code.This would create a Credit Balance assigned to the customer account that can then be applied to multiple bills if needed.Deposits could also be assigned to open invoices if they could be coded to Accounts ReceivableThus creating a transaction with the Journal Entries like this.It would then show on the AP side of the Vendor account as a credit balanceThen you would apply the credit to any open invoices using the Pay Bill FunctionSelect the Journal Entry at the TopPlace a Check next to the bills it is being applied to.Item 2 Total Amount Column not Balancing All Credit Card and Check transactions leave a Total amount with a zero balance regardless of whether it comes from Online Banking or if it is manually entered in Striven.Suggested change for the Total Amount Column on the Account Transaction page: Change the column header to Transaction Amount and remove the column total.Original Description:
Attempted Solutions So Far: Creating a Bill and a Bill: Check Payment in striven. Then Apply the online Banking Transaction to the Bill: Check Payment. This only works if one check is used for on Bill. If check is being applied to multiple Bills then you are not able to use this work around.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: None
StrivenID: 2204687