Edit Manual paid date
complete
N
Natashia Velasquez
Ability to edit the date you marked something manually paid. Client may have given a check or cash payment on Monday, but I didn't get around to marking it manually paid until Thursday.
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Amanda Aparicio
updated the status to
complete
You can now change the Payment Date when marking an invoice as "Manually Paid"!
Note: This date only applies to payments within FC and does
not
currently push to QBO.Photo Viewer
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C
Charidy Clubbe
We have 500+ clients that will take time to get them switched over to using Financial Cents as the payment processer. We receive payments through Etransfer, Direct Deposit, Payworks, Moneris currently. Sometimes our accounting department doesnt get them entered same day. It creates way more work having to enter them as of today and then go into QBO and manually change payment dates. Not to mention Financial Cents payment dates being incorrect if you are ever looking back.
Amanda Aparicio
Merged in a post:
Make Payment
E
Everton Brown
I am more use to the term APPLY PAYMENT when manually "applying payments to invoices" Also include a DATE field. Thanks
Amanda Aparicio
Merged in a post:
Ability to backdate a Payment Date
B
Bill Clement
It would be incredibly helpful if the payment date can be entered instead of the system forcing it to be that day. Reconciling payments and running the payments report gets messy very quickly if a payment doesnt get posted on the same day it comes in.
B
Brittany Marsland
Came here to add this! If our clerk is taking time off and has to come back and record manual payments that happened while she was out, it will reflect the wrong date in FC. It's a pain to have to go edit it in QBO.
K
Kimberly Jones
Please add the functionality within billing to select the actual date paid when adding payments manually within Financial Cents. Many of our clients pay by check or other methods. Especially during tax season, it is difficult to make sure the invoices are marked paid on that date. For us to have accurate data at our fingertips to submit tax payments for our firm, it is important to have the cutoff dates correct. Thank you for your assistance with this.
H
Henry Jones
Yes, please change this soon. We need an accurate record of when payments are made.
M
Michelle Doherty
Yes, please let us put the date paid on manual payments. I usually know what date I'll get a payment before it arrives and could mark it early, or I'll often forget to "mark it paid" until days after. So I almost never had the payment recorded on the actual date paid.
D
David Rea
I know I will have multiple checks and even cash during tax season that will accumulate and then I mark all as paid at once and deposit all at once days after especially during tax season.