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Suggested answer

General Journal Apply Automatically

Posted on by 501

On the general journal there two hidden fields.  "Map Text to Account" and "Apply Automatically".
The Apply automatically works on the same principle as the Payment  Reconciliation Journal.

pastedimage1680613829719v1.png

After making the Application fast tab visible and applying Payments/ Refunds we noticed that an Invoice is created for the Payment and a Credit Memo is created for the Refund.  
Also. The Apply Automatically only works when no Account No. is not added. The Application finds a Customer which name matches the description the most and the add the Account No. to the lines. 

pastedimage1680615355318v2.png

Question
1. For the Map Text to Account. Is there a way to change the Hierarcy to of which fields to look at first and then move to the next field?

2. How can we prevent BC from creating Invoices and Credit Memos for every payment and refund?

Thanks

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: General Journal Apply Automatically

    Hello,

    Feel free to raise this issue to Microsoft via your partner or CSP. We may ask you for some sort of repro steps in standard.

    Thank you.

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