I have a few questions regarding inputting cash batches.

1. Is there a way to autofill the check no. field with something other than the batch and entry number - What we would like is the year and then the batch and entry no. eg. 2012-150-1

2. Is there a way to have the Account set remain the same for each entry in the batch - it always defaults to the first account set.

3. Is there a way to select the transactions being paid and have these total to total in the payment amount.

These would be very helpful with Data Entry

Thanks

Hi, Bill,

1. No, the autofill works as you described. I can enter a suggestion for you though.

2. When a customer is selected, the account set is read from the Accounting tab on their customer record. That account set defaults to the next cheque but, when the next customer is selected, it will change if necessary to their account set. Of course, if a Payment Method is used, this will override the account set on the customer's record.

3. You need to enter the total amount of the cheque being received from the customer. After you can use the multi-select the invoices in the grid and use the spacebar to apply the payment to as many of those invoices as it will pay.