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  • 1.  Manual Payments (Payables)

    TOP CONTRIBUTOR
    Posted Jan 27, 2023 02:40 PM

    When we have an invoice keyed to a Vendor with Open Terms, AND THEN find out it was paid by one of our credit cards, we move it with a MANUAL PAMENT.  This cleanly and simply takes it off the Vendor's account and moves it to the Credit Card vendor account to be reconciled when the statement comes in.  

    I am missing a step.  That detail will show on the vendor the next time we write a check.  What step am I missing in Manual Payments to clear these transactions in a controlled way.



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    Thomas Hill
    Staff Accountant
    M&A Technology, Inc.
    Carrollton TX
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  • 2.  RE: Manual Payments (Payables)

    Posted Jan 27, 2023 04:11 PM
    Hi Thomas, 
    If you keyed in the invoice under the Vendor ID, the detail will always be there. But would show paid with the manual payment if you applied it to the document. 
    You can apply the payment to invoices while making the manual payment or through the Apply Payables Documents to process after the fact. Which by the sounds would be with the CC payment.

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    Matt Pilliod
    Steiner Tractor Parts
    Lennon MI
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  • 3.  RE: Manual Payments (Payables)

    TOP CONTRIBUTOR
    Posted Jan 27, 2023 04:16 PM
    So there is no way I can print something after doing the manual payment, that would print the detail and thereby keep it from showing on the next payment to the vendor?

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    Thomas Hill
    Staff Accountant
    M&A Technology, Inc.
    Carrollton TX
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