Posting payments

7 votes

When I type in an account to post a payment, I would like for it to show me all the possibilities. Example--businesses associated and children, etc. I have to exit out of the deposit screens to look up names when checks don't match the client name.

Under consideration Suggested by: Diane Dexter (04 Sep, '18) • Upvoted: 23 Jun, '21 • Comments: 2

Comments: 2

01 Oct, '18
Karen Danzinger
This would be nice. Clients often pay for the personal return with a business check, or vice versa. Or pay for their child...
01 May, '19
Renee Biggs
Would like to be able to see all the associated names and have an option to search by invoice # when entering a deposit.