User Support Forum

I'm just taking over as treasurer. We're using PCP v8.5, but v9 should be here any day. Our previous treasurer mailed checks to pay for everything. I'm trying to bring us into the next century and do as much on-line as possible.

What I can't figure out is how to indicate to PCP that an invoice has been paid on-line. It seems like using a manual check would work, but I don't see a way to attach a manual check to an invoice that is already in the system.

Am I missing something in v8.5, or is this addressed in v9?

Thanks.

Ken

Ken: Did you ever receive an answer to this question? I have the same question, but don't see an answer posted. Jean

If an invoice is paid online you do not want to enter the invoice in Maintain Open Invoices. Online payments must be input into Accounts Payable as manual checks.

OK. What do I input in the field for check number? Will the program allow me to enter a manual check without a check number?

matt wrote:If an invoice is paid online you do not want to enter the invoice in Maintain Open Invoices. Online payments must be input into Accounts Payable as manual checks.

The program does require that you enter something in the check number field. What you enter doesn't have to be a number though. I'd enter something like "Online Pmt". The key is to enter something meaningful so that when you go to reconcile your bank statement in PC+ you will be able to easily match the online payment to the transaction that shows up on your bank statement.

Thanks, Matt. This has been very helpful