First - this was a part of the billing screen previously. it was deleted to add something to the cash receipts screen and I can't remember what it was.
I put cash receipts on computer and then I bill the invoice at a later date.
I now have to bill the invoice and then go to the cash receipts 3-3-1 and apply the invoice against the credit already on the books when I was billing the invoice.
This entails 20 key strokes for EACH customer.
This is way time consuming and takes up too much time in this world of less time to do a transaction.
The way it used to be was I would bill and then if the cash was already on the account it would pop up a screen that said do you want to apply cash now? YES YES YES it was ONE keystroke compared to TWENTY key strokes to get the same result.
This is not rocket science. This needs to be changed. Spend way too much time doing this.
Thank you for your review of this happening.
And again, this is not a new idea...this is an actual step that was taken away a few years ago.
PLEASE bring it back. Thank you.
Sandra Fuller
by: Sandra F. | over a year ago | Accounts Receivable
Comments
I think you are confusing us with another software. I have never seen Sage prompt to ask if you want to apply cash to an invoice.