Insurance category

Question

I have insurance as a category attached to RACV.

When I changed the category to vehicle expense code during input of invoice, now is showing insurance when I go back to check the coding.

I don't think this should be happening, can this be looked at please?

Sigrid-Solo · Answer

Hi @Bindyboo4 !

We can absolutely take a look it this.

Just to make sure I’m on the same page: you set up a category called Insurance and have been categorising transactions to RACV under that category. Then recently, you went back in and edited the category for one of the transactions to Motor vehicle expenses, but when you checked your reports, that transaction was still listed under the Insurance category.

And your second message refers to how if you change the category on the contact level, it also changed the category on your recorded expenses and/or invoices.

Did I get that right?

To really get to the bottom of this, we’ll need to peek at your file and data. The best way is to start a chat with us inside the app, just log in, tap More, then Chat with us. You’ll first meet our chatbot, but if you ask for a human, we’ll jump in and help you out.

Bindyboo4 · Answer

I have just changed the category attached to the supplier and it also changed for the invoice category.

I don't think this should happen, especially because I have been changing codes with other suppliers previously and not checked this. I am hoping everything is coded correctly now, as it would be a nightmare to try and find what else is coded wrong.

Please have this looked at with urgency.