I use Internal Transfer to move money from PayPal to the bank, bank to AMEX, checking to savings, etc.
The documentation says this is the correct use of the function, but…
I am trying to reconcile and I did the bank first, used the Payment Entry to reconcile that money in, but now doing PayPal, it won’t let me use that same Payment Entry for the money out.
Logic tells me that as an Internal Transfer, I should be able to use it for both transactions;
one in, one out, but no, erp does not recognize nor acknowledge my logic.
Since I have only been using the system since January 1st, I must assume I’m missing something key, just have no idea what that is.
Thank you in advance for reading and responding.