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Bank Tagging - Payment Method (allocation)


#1

Bank Tagging does not at present have a facility to choose the payment method, a payment that creates an invoice always reports the Payment Method as a “Bank Transfer”.

By adding to the Bank Tagging rules the Payment Method the need to return to invoices created by this way to up date the payment method would be negated, this seems a useful enhancement that would save a lot of time correcting “Bank Transfer” to the correct method.


Receipt Hub - Payment Method (usually Cash)
#2

Hello @alan_mcbrien

Thank you for the suggestion. We’ll let you know if anything is changed here.