Bank Payments

In order to post a bank payment to my accounts do I have to go through using a supplier account? I would prefer to post bank payments direct to the bank. I can use journals but many of them are not recurring

Hi @julie-jrbs

You can input any payments from your bank directly on the bank statement and tag them to an invoice. I would recommend doing this over using a journal as this can then tie the transaction to a supplier/client and specific invoices.

There are a few cases where this can’t be done (e.g. when the currency of the invoice is non-GBP, or where the payment itself is non-GBP), but you can quite often add the payments yourself on the bank statement. Alternatively, you can upload a bank statement (.csv or .qif format), or use a bank feed if you have the relevant subscription.

I hope that helps?

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