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Customer is on GP 10 and using Lockbox.
The want to apply specific invoices, in other words they want the invoice number in the lockbox file from the bank to apply to the invoice number in Great Plains. There should be a one-2-one relationship.
We have tried the lockbox apply method set to Invoice number and it is applying to the oldest invoice number first rather than the specific invoice number indicated in the file. We tried all of the apply methods, and none of them seem to do what I am looking for. Is there a way to have the specific invoices in the CSV file automatically applied?
Any help would be appreciated.
Thank you,
joe
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Hi Joe,
Not sure if you still need the information.
In order to get the specific invoice functionality to operate properly, you will need to setup both the "Check Amount" and the "Invoice Apply Amt." within the Lockbox Maintenance window.
Hope this helps.
Take Care, Nickolyn
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