Hi, I have some clients who pay by bank transfer, which is automatically pulled into QuickFile by a bank feed, and I’m able to automatically allocate that payment to their account credit. I can’t, however, it seems, automatically allocate the payment to an invoice, meaning I have to go through and manually allocate those payments anyway, lest the client get an email saying they have overdue invoices. It would be exceptionally helpful to be able to automatically tag these to either pay off a matching invoice if one exists, or allocate to the account if no matching invoice does.
Voted as I’d also like this feature.
I used to use Xero and QuickBooks and they both had this.