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September 21, 2023
Question

How do I stop matched transactions being automatically placed into undeposited funds please?

  • September 21, 2023
  • 1 reply
  • 0 views
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1 reply

Level 14
September 21, 2023

Hello Tinastephens0809, thanks for posting on the Community page, so to stop it from matching the transaction to the undeposited funds, it is on the physical payment page, where you need to check to make sure that the bank account is there and showing and not the undeposited funds account as it will be the selection there. So when you go to record the payment on the customer side it is on there, so on the record payment the box that says deposit to is there you need to and must check, to make sure it is not on the undeposited funds but on the bank account you need it to be to.