Most of our income comes from cash paid direct to a bank. Is there any way of allocating payments received to more than one nominal code. Similarly, is it possible to allocate payments out to a nominal code without having a separate invoice for each one?
You can have more than one line on a single invoice - when you’re editing the invoice if you press the 
icon in the line description box then you should be able to change the nominal code to which the line is assigned.
In the purchases side it’s more obvious as each line shows the assigned category as a drop down in the standard view, without needing to click the extra button.
However if you’re creating the invoices/purchases as part of the process of tagging bank transactions or receipt hub documents, those workflows are designed to optimise the usual case of single line invoices where everything is on one code. You either need to manually create your multi-line invoices first and then tag the payment or receipt to the existing invoice, or create the invoice via tagging as a single line and then post-edit it to split the amount across several lines and assign the right codes.
This topic was automatically closed after 7 days. New replies are no longer allowed.