Forum Discussion
12 Replies
- Melisa_DFormer Staff
Hi Kerrin28,
Thank you for your post. Can you please confirm if you get any error messages when this happens ? If so, can you please provide a screenshot. Also, if this happens again please retrieve the diagnostic log of the file after this has happened so I can investigate further.
- Kerrin28Partner
- Melisa_DFormer Staff
Hi Kerrin28,
Can you please attach the diagnostic log of the file as a document to this thread so I can investigate.
- Kerrin28Partner
- Melisa_DFormer Staff
Hi Kerrin28,
Can you please check the linked accounts within the file, please go to the Setup menu and choose Linked Accounts, then make sure linked accounts are specified for:
- Accounts & Banking Accounts
- Sales Accounts
- Purchases Accounts
- Payroll Accounts (if you use payroll, Australia only)
If a linked account is missing and you're not sure which account should be selected, check with your accounting advisor.
Also, please check that your tax codes have linked accounts linked - please go to the Lists menu and choose Tax/GST Codes. Open each tax/GST code and check they have linked accounts. Not all tax/GST codes require linked accounts, only those where you are able to specify them, such as the example shown above. Once again, check with your accounting advisor if you're not sure which accounts should be selected.
If there has been a missing linked account/tax code, once corrected please attempt to process a recurring transaction. Does it work ?
Please do let me know how you go.