Versions Compared

Old Version 8

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version 9

changes.mady.by.user Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Image Removed

Info

This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

Multiple

all regions

From AgencyCloud 12.124, multiple vendor payments can now be made - this this is useful for situations where a trust accountant needs to be able be able to split the buyer deposit payment across multiple vendors

As a result of this update, items in the Vendor Payment Run will no longer be checked by default - see section 2 below for more detail


1. Vendor Payments

  • A Split Payments pane is visible which lists out the vendors

    Payments will be shown as above providing the payment has been marked as payable to the vendor in the vendor screen - where payments have been marked for the solicitor, the Split Payments section will be displayed but will not be editable

  • Use the Amount column to apportion the payment or click Split payment equally, as applicable
Info

The Bank column in the Split Payments panel allows individual bank details to be added or changed


2. Vendor Payment Run

  • When valid payments to vendors are present, they will no longer be checked by default in the Vendor Payment Run
Info

This encourages each payment to be checked and apportioned correctly before processing the payment run

If the vendor is ticked and the payment run posted - the payment will not be apportioned and paid in full to the main vendor


Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel = "deposits" and type = "page" and space = "RW"
labelsclientaccounts_rnote_12_124 12_124

Page Propertiesexcerpt
hiddentrue
Related issues

From AgencyCloud 12.124, multiple vendor payments can be made - this is useful for situations where a trust accountant needs to be able to split the buyer deposit payment across multiple vendors