Allocating one payment to multiple accounts

[listen]

We have a client with several locations, we invoice each location separately but receive one payment for all locations, how can I allocate the payment to each location?

[Lurch]

Processing split payments to different customers

Introduction When tagging your bank ransactions, occasionally you may encounter lump payments that need to be attributed to multiple clients. This is often the case when you bank multiple cheques on one paying-in slip. There are two methods you can use for tagging these transactions. 1. Split the Original Deposit In this case you would delete the original lump deposit on the account and substitute it for the split payments. You can then tag these split payments separately. The end of day balanc…

Personally I’d always favour the holding account option, keeps the bank account matching your actual bank account, especially useful/important if using the bank feeds.

[FolkLondon]

I agree about the “holding account” being the best work around.

I have always thought QF to be rather simplistic when it comes to multiple client locations and contacts. Even a simple thing like having a description field attached to each contact could make things a lot easier. That could be used, for example, either to identify different site contacts or the escalation process for payment queries.