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Each month I receive one payment into to the bank account which covers multiple funds.
Is it best to log these to the General fund and then transfer them to each separate fund?
Posted : 09/03/2023 1:17 pm
Hi Mellocket,
The quickest way is to create your Receipt batch with multiple Transaction Lines. You can select a different Fund for each line.
The batch total amount should equal the single payment amount you received into your bank account.
If you import the transaction via the Import Transaction feature, you should use the Split/Copy Row feature to create multiple Receipt lines before you import the draft lines (NB This method will create separate Receipt batches for each split line).
I hope this makes sense.
Cheers, Jim
Posted : 09/03/2023 6:39 pm
Topic starter
Thanks Jim
Mel
Posted : 13/03/2023 3:39 pm