I am looking for a way to be able to import cash application information in order to avoid having to select individual invoices to apply the cash receipt. Often our customers pay hundreds of invoices at once, many not paying the entire invoice. As we generally already have the remittance information in an Excel format, having to then go back and forth between that and 365 to apply them one by one is both very time consuming and leaves room for user error. In our previous system we were able to upload a file with all of the information which saved a lot of time. I know there is an option to edit in Excel on other parts of 365, but I don't see that as an option here. Is there anyway to speed up this process, or is cash application just an extremely slow process in 365?
