How to tag a payment that is older than 6 months?

Support
1

Hello,

I have uploaded my bank transactions for this financial year. This means I have some transactions that are older than six months. I cannot tag these entries against the correct invoice because tagging is limited to searching back through the last six months only.

Regards
Paul

2

Choose: Payment from a customer (or Supplier)

Then, instead of using dropdown, choose: Pay down multiple invoices or assign to a client account

It will then ask you to select the customer / supplier and will then display every outstanding invoice to enable the allocation of the payment.

PB

2 Likes
3

Thank you.

Regards
Paul

4

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