I need to alter the payment from bank transfer to credit card on a lot of entries. Is there a quick way to do this? I have to go in to the payment and change it then go right back to the list of payments and page down to the next item. Is there a way I can click backwards/forwards through the payments and amend them one by one?
Hi @allybat63
Is it just the nominal code you need to change (from a bank account to the credit card account)? Do you know which transactions they would be from the bank statement view?
Hi Mathew
The account is ok and showing as credit card.
Itās the payment method when I view the payment. They are showing ābank transferā and I need them to show ācredit cardā. I am accessing each one to change it from the drop down bar then I have to come out, select payments again and page down until I get to the next one.
Itās time consuming and I wondered if I could āselect allā and make the amendment.
Allison
Hi @allybat63
There isnāt a way to change this in bulk unfortunately, but the field is just for reference and has no bearing on your accounts overall.
Unless you need this field to say ācredit cardā, you can leave them as they are if you wish.
I canāt because it wonāt tag to the credit card account unless I change it
Iām sorry, Iām not following here? The payment method shouldnāt affect this.
Would you be able to give me a few steps to try and see if I can replicate your issue please, and we can take a look at this for you?
Thanks
I must have just checked a couple, by chance, that werenāt on the credit card. All sorted! I do have another question though. Sorry to be a pain.
Ā£95.00 purchase keyed for hotel
Ā£19.90 purchase keyed for food and drink
The Ā£19.90 was actually a refund to the hotel and not a purchase. I have deleted the receipt from the hub but now need to show the Ā£19.90 as a credit on the credit card statement but it also needs to be deducted from subsistence and if I just key a credit on the statement it wonāt allow for this
TYPO
From the hotel, not to the hotel
You should be able to raise a credit note on the account for the Ā£19.90 for subsistence and then from this you can create the bank entry refund into your credit card account.
hope this helps
Thanks, where do I raise the credit note?
Iāve tried to look myself before asking but itās not jumping out at me
Hi @allybat63,
There are a couple of ways to do this: Managing credit notes
Hopefully this guide will help
Thanks flower, Iām sure Iāll find it from there
If you click the little pencil icon below your post you can edit it.
This topic was automatically closed after 7 days. New replies are no longer allowed.