Importing Bank statements automates the process to an extend. However, this currently still leaves the problem that Receipts are not allocated to transactions. This, in turn, has a severe impact on the age analysis.
One option is to have the system auto-allocate to the oldest or the newest open items. This could be programmed as part of the posting process.
Alternatively, create a "Button" that will auto-allocate any unallocated credits to debits. This again could also be allocated to the newest or oldest outstanding.
Our school is extremely frustrated by the noticeable lack of progress on feature requests within this portal. Many highly requested enhancements have remained unaddressed for years, despite ongoing demand from users. This prolonged lack of development has led to growing dissatisfaction and concerns about whether customer feedback is being adequately considered in the product roadmap.
If other users share these concerns and would be interested in establishing an independent forum to discuss common issues, priorities, and collective engagement with the provider, please feel free to contact me directly at d.moss@hamptonschool.org.uk.