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Finance | Project Operations, Human Resources, ...
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Payment Application Automation

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Posted on by 5

Hi,

I was looking to see if there was a way to automate the process of applying payments to invoices through , whether through a third party automation software or something within GP.

Essentially, we are having to go in and individually look up and select invoices, and apply them to a bulk payment made to a credit card company. Is there anyway to automate this process ?

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  • Suggested answer
    Josh Page Profile Picture
    on at
    RE: Payment Application Automation

    GP 2016 added the option of using a credit card as the payment type for select check batches so you can get around needing to use manual payments\ payment on the fly when using credit card as the payment type.

    docs.microsoft.com/.../version-2016

    Thanks!

  • mm123 Profile Picture
    2,535 on at
    RE: Payment Application Automation

    We have received a similar request from our customer, we checked the existing GP2016 payment type- is just an additional information for the payment , it wont be an automated solution . We are  planning to go with the custom solution to address this. If you interested, please drop an email to learn. 

    samr(at)expsoltech(dot)com

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