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AR Cash Receipts On Account - apply to particular job

When applying cash to a customer "On Account"  I would like to be able to assign that cash to a specific contract. 

 

Right now all of the "On Account" amounts show up together at the top of the customer report, while all of the other invoices are broken up by contract.  There is no way for our operations team to tell which contract the cash belongs to in order to enter an offsetting invoice.

• Sabra Whitis
• Dec 17 2018

Vista Apps / AR - Accounts Receivables

Company	E&B Paving, Inc.
Job Title / Role	E&B Paving, Inc.
I need it...	Yesterday...Come on already

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  Kate Kosel commented

  June 07, 2019 14:11

  In American Contractor, we not only had the ability to enter a cash receipt "on account" with a particular Job Number, but, when that job was next invoiced, the "on account" amount was shown as being available to apply to that invoice. If that choice was made, then the "on account" amount was deducted from the total invoice amount, leaving a net due. The printed invoice showed that transaction at the bottom, and the transaction applying that amount to the invoice was done automatically when the invoice was posted. This feature not being in Vista is highly inconvenient and we would like having it back.

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