Please excuse my ignorance. I've been trying to figure this out for a while now and I've reached the point where I'm just over thinking the matter.
Can you please take me through this step by step.
1 - From the banking tab - In the "for review" column - do I Categorise, Find Match or record transfer?
Please bare in mind that the amount "deposited" is for more than one client/invoice.
For instance: R8621.27 is paid from ThreePeaks ( the third party billing service) to our account. The R8621.27 is made up of three clients invoices.
Bob - R2106.82
Jill - R1901.99
Susan - R761.37
PLUS Left over retention payments - but that's a story for another day.