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Update Brotherton Accounting

steffeydev 2025-02-19 19:35:42 +00:00
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Brotherton-Accounting.md

@ -60,4 +60,9 @@ Company Structure:
### Pending questions / unknowns
- How does the current ERPNext flow for entering cash/checks work for them when the customer pays more than they owe, thus resulting in a credit on the account?
- Is there ever payment that comes in that can't be linked to an existing sales order or invoice?
- Is there ever payment that comes in that can't be linked to an existing sales order or invoice?
- Candy wants to look at all payments in Undeposited Funds and then be able to "move" the money to the correct bank
- Wants to see amount, name, customer name, address, mode, check, check number in list
- Wants to be able to multi-select and then have a quick way to auto create a journal entry or entries that moves the money to the bank account
- Once the money has been "moved", it shouldn't show in the list of money needing to be moved