When applying documents eg applying unapplied cash, it is such a shortcoming that only invoices show. Unapplied cash needs to be applied to invoices and credit notes and other document types, just like a normal cash receipt.
Also, applying a credit note first is not an option, with many customers there are many credit notes taken up at the same time as a receipt. So being able to apply documents against any document type would make life that much easier.
At the moment the only way to do it is to put in a zero receipt and then do the apply document against the different types but this is very confusing for clients.

by: Eva P. | over a year ago | Financial Management