We have just completed a large import of about 35,000 invoices and related payments from a large number (to me) of customers. Many of these customers now have a zero balance in A/R.
We need to allocate prepayments, etc., to apparently clear the prepayment from our suspense account. I asked Sage Support if there was a way to auto-allocate on all customers with a zero balance. The Sage reply, "No, auto apply is not available as part of the import. There is no utility that allows you to auto – apply the imported receipts without editing the receipts individually."
I've received a "no" from Sage support previously when we wanted to add comment lines to specific invoices. No can do. But, in fact, it can be done -- and done quite easily.
Anybody out there in Sage City know a way to auto-allocate payments and credit notes for customers who have a zero balance?
Thanks,
Craig
