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When a transaction is recorded in the client auxiliary, it is automatically filed in the dedicated financial summary. The user can, if necessary, access it to consult and modify it when possible.
Reports tab / Financial Summary tile by main menu or by matter
Regarding a multiple payment, it is important to specify some important details.
Since a multiple payment may be distributed over several invoices of different matters depending on the situation, it is represented as such in the financial summary.
That is to say that the distribution is the subject of a line per matter in the financial summary, even if in reality it is a single transaction.
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In our example (image above), the transaction is 00015 as indicated in the first column NUMBER. Since this transaction is a multiple payment that has been distributed on 2 invoices of two different matters, two separate lines are displayed in the financial summary for a better visualization of each distribution of the targeted matters.
If the user clicks on any of the lines in transaction 00015, the registered multiple payment is displayed.
What to know
The multiple display is only at the financial summary level. In fact, for the accounting (general ledger) only one accounting transaction is generated for the multiple payment.
