Hi
Can you tell me when transferring money between accounts - is there any way I can tick the box next to the payment - say 4 or 5 at a time and then use the totals it creates to transfer money?
Ideally what I want to be able to see is that in the transfer from Stripe to bank it includes the payments for Mr Brown, Mrs Smith & Ms Jones?
Hope this makes sense!
Hi @adhdcentre
This sort of detail isn’t possible I’m afraid. The only thing I can suggest is to add the individual transfers for each rather than bulk them.
For example:
If you have money in from Mr Smith, Miss Jones and Ms Davies, who have all paid by Stripe, you could then create money out (from Stripe to Current Account) for Mr Smith and Ms Davies. This would then tell you that the payment for Miss Jones hasn’t yet left.
In the case of stripe the numbers wouldn’t add up anyway as they deduct their fees and only pay you the net.
Thanks for the reply - yes could do that but would make it little more awkward when doing bank rec but if all on same day shouldn’t be too much of a problem.
Ah of course - think will just add the client name to the description so at least can see who payment related to.