Automating Credit Note Allocation
Credit notes are not auto-allocating to the invoice that they are crediting.
Process steps:
- Pick up invoice in Project Ops.
- Click Correct Invoice.
- Confirm invoice.
- Credit note is pulled into F&O.
- Post credit note.
STATUS DETAILS
Needs Votes
Re-allocation of transaction between Accounts
If we create a transaction (credit notes, invoices, payments) against Customer account A, we want to be able to move it to Customer B, without the manual process of redoing invoices and credit notes.
For example, if the payment got posted to Customer B instead of Customer A, w...
STATUS DETAILS
Needs Votes