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Categories Fee Billing
Created by Guest
Created on Nov 7, 2024

Fee Billing suggested auto post

We collect hundreds of direct Debits every term. We can bulk upload the collected direct debit receipts and then the system auto matches based on what has already been memorized. But we then still have to go into each billing account (of about 900 accounts) to allocate the receipt to the invoice otherwise the invoice shows as still being due. An automatic allocation would help as part of the matching process and it would help if part payments could be auto allocated too. This was possible in our old finance system.

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    Steven Israel
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    Dec 11, 2024

    The ability to do this is part of our Forthcoming Auto Debits Product, which will be available early in the new year.