Cannot allocate one lump payment to pay down selected invoices

[ggtony]

Hi there - I am trying to allocate a single payment to a batch of 45 invoices but I cannot select the ‘allocate one lump payment’ button. I have used this before, but it just won’t let me here.

Any idea what I’m doing wrong?

Thanks

[QFSteve]

Hello @ggtony

You would select

• Tag Me next to the money in transaction
• Payment from customer
• Pay down multiple invoices or assign to a client account

• Select the client account
• Tick the relevant invoices
• Save

[ian_roberts]

Do all 45 invoices belong to the same client? You can’t split a single payment across multiple clients so if you select invoices that are not all on the same client then the lump payment option won’t be available.

[ggtony]

Ah thanks - I think I may have expressed it incorrectly. These are entered as payments - they are expenses incurred by the same person that have been entered individually and then paid in one payment.

I have subsequently worked out I can do it it the number is fewer - I’m not yet sure what the cut off number is - but at 45 it won’t work. It’s annoying, because it was a single payment from the bank.

Here’s a screenshot:

[ggtony]

Thanks ian - please see my response to Steve above too

[ian_roberts]

That screenshot looks to me like the purchases are for a mixture of different suppliers - most are “Tony Harbron expenses” but there’s at least one “Exeter Business Hub”. The same thing applies on the purchase side, QuickFile won’t let you assign a single payment across more than one supplier.

You need to either ensure that all the purchases are “Tony Harbron expenses”, or probably more accurately use a separate dummy bank account to represent employee expenses, mark each purchase as paid from that bank account on the date when it was actually paid for, then tag the lump sum reimbursement as a bank transfer from your current account to the expenses account to offset the negative balance.

[ggtony]

Ah thanks Ian - I completely missed that and it appears to have been the problem. Thank you so much for spotting it.

Tony