Thanks for the info. I hope they get a fix soon. This is just too much "running around" within Money for a simple thing that worked in 2003. This is just very odd behavior in a world where electronic financing is becoming more common. Why would they have it setup this way? I cannot think of any accounting reason. In fact, I think what I am doing is a good self-auditing practice. I could just accept the downloaded transactions from my business checking account and select the appropriate category, but I at the end of the year I like to match up all my invoices with all the payments and then the total revenue. All numbers should match up if I did everything properly - that is why I create invoices for all these downloaded transactions. Plus I have all documentation if I ever get audited. I simply do not want to have create an extra cash account and mess with transfers. Developers reading this - Please fix it. I truly do want to like 2005.

"Justin Thyme" <jit at aol dot com> wrote in message news:OkyTBzarEHA.896[at]TK2MSFTNGP12.phx.gbl...
You cannot match invoice payments to downloaded transactions in Money

SYMPTOMS
You cannot match download transactions to invoice payments in any one of the products that is listed in the "Applies To" section of this article.

CAUSE
This issue occurs because Microsoft Money does not support matching downloaded transactions to invoice payments.

WORKAROUND
To work around this issue, create a new cash account in your Microsoft Money file to receive invoice payments. Transfer the funds to the appropriate account, and then match the downloaded transactions to the fund transfer.

MORE INFORMATION
To match transactions as described in the "Workaround" section, you must configure Money to manually accept downloaded transactions. To do this, follow these steps:

Start Money.
Click Tools, and then click Options.
Click Online Services.

In the Match transactions within a () day range box, type 30.
Click to clear the Automatically accept all downloaded transactions from banking statements check box.

Click OK.



Last Reviewed: 2/11/2004 (1.0)
Keywords: kbprb KB832772

"Derek" <derekb[at]nospamderekb.com> wrote in message news:eN%23ut1ZrEHA.2636[at]TK2MSFTNGP09.phx.gbl...
I create invoices for payments from customers. I have those automatically charged to their bank accounts and credited to my bank account. When the payments hit my bank account and are downloaded into Money, I go into the transaction and enter "Payment For Invoice" and then try to go to the apply payment to an invoice screen but a nice little pop up comes up in Money 2005 that says "Payment For Invoice is not a valid selection for this type of transaction". What in the world??? This software must take into account those of us who are doing business completely electronically. Has anyone else experienced this or has a suggestion? This worked great in 2003.

You cannot match invoice payments to downloaded transactions in Money

SYMPTOMS
You cannot match download transactions to invoice payments in any one of the products that is listed in the "Applies To" section of this article.

CAUSE
This issue occurs because Microsoft Money does not support matching downloaded transactions to invoice payments.

WORKAROUND
To work around this issue, create a new cash account in your Microsoft Money file to receive invoice payments. Transfer the funds to the appropriate account, and then match the downloaded transactions to the fund transfer.

MORE INFORMATION
To match transactions as described in the "Workaround" section, you must configure Money to manually accept downloaded transactions. To do this, follow these steps:

Start Money.
Click Tools, and then click Options.
Click Online Services.

In the Match transactions within a () day range box, type 30.
Click to clear the Automatically accept all downloaded transactions from banking statements check box.

Click OK.



Last Reviewed: 2/11/2004 (1.0)
Keywords: kbprb KB832772

"Derek" <derekb[at]nospamderekb.com> wrote in message news:eN%23ut1ZrEHA.2636[at]TK2MSFTNGP09.phx.gbl...
I create invoices for payments from customers. I have those automatically charged to their bank accounts and credited to my bank account. When the payments hit my bank account and are downloaded into Money, I go into the transaction and enter "Payment For Invoice" and then try to go to the apply payment to an invoice screen but a nice little pop up comes up in Money 2005 that says "Payment For Invoice is not a valid selection for this type of transaction". What in the world??? This software must take into account those of us who are doing business completely electronically. Has anyone else experienced this or has a suggestion? This worked great in 2003.

I create invoices for payments from customers. I have those automatically charged to their bank accounts and credited to my bank account. When the payments hit my bank account and are downloaded into Money, I go into the transaction and enter "Payment For Invoice" and then try to go to the apply payment to an invoice screen but a nice little pop up comes up in Money 2005 that says "Payment For Invoice is not a valid selection for this type of transaction". What in the world??? This software must take into account those of us who are doing business completely electronically. Has anyone else experienced this or has a suggestion? This worked great in 2003.