When importing from JL deposit screen into QB, how can I be alerted that the batch includes some unapplied payments?

+1 vote
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asked Nov 13, 2024 in New Feature by DKronglas
edited Nov 14, 2024 by DKronglas

I know I can get a report to see the information, but that is adding extra steps. I would like to know at the time of import, that this deposit has some unapplied payments (and therefore will require some follow up/manual entry in QB). Is there a solution? My idea is to have the line bolded in the deposit screen (similar to the parent account- that bold means it is unapplied). Can that be developed? any other solution?

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