Batch payments

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donsautoce
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Batch payments

Post by donsautoce »

Why are the invoices in batch payments out of order? This is causing a lot on problems with receiving payments. How can this be corrected?
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ricmorin
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Re: Batch payments

Post by ricmorin »

Invoices in batch payment are sorted by date. Best practice for charge invoices is to post them as soon as they are completed. That way they appear on the screen in numerical order or close to it.
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donsautoce
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Re: Batch payments

Post by donsautoce »

We are posting them and I have July, June and then May invoices in the batch payment. So when you post and hit auto distribute as in the past it is now paying the current and leaving May invoices. This has only happened since the switch to SE.
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timbre4
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Re: Batch payments

Post by timbre4 »

Auto-Distribute is designed to start with the oldest invoices and pay forward until funds are exhausted. Something is not right.
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donsautoce
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Re: Batch payments

Post by donsautoce »

Tech support said it hasn't changed since the last version. It is sorting in by vehicle and not date. This was not the case in the past for us. It has always had the invoices in date order with oldest being the first to be paid.
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steven kiser
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Re: Batch payments

Post by steven kiser »

I was a bit worried when I read this post so I went to my batch payment program and it's the same as it's always been. If it started going by vehicle It would have been a bit unnerving.
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Re: Batch payments

Post by sparksccc »

Our system is sorting in by vehicle and not date. This was not the case in the past for us. It has always had the invoices in date order with oldest being the first to be paid. This started after 6.4e update
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timbre4
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Re: Batch payments

Post by timbre4 »

Tech support informs me we have an item recorded for SE Batch Payment sorting as described. I do not have a date for any action. I will add this to the Mr. Tim Goes To San Diego list.
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