Forum Discussion

pippypip's avatar
pippypip
Trusted Cover User
3 years ago

Spend Money

Two things. First of all, I find it difficult to find spend money transactions. Even in the find transactions window. In the spend money window, if I enter a number that has already been used there is no warning. It will allow you to continue. I would expect it to populate with the details of that partitular entery. If for some reason you enter the incorrect date its almost impossible to find. Surly there must be an easy way to call up a previous entry. 

  • Hi pippypip 

     

    Sorry to see that no one has replied to you yet. In the Find transactions window>>Transactions tab filter by Cash Payments in the Source journal field to find Spend money transactions. You can also narrow down the search in the Debits and Credits tab by selecting an account used in that transaction in the Account field.

     

    The reference no on Spend money transactions prefills according to the auto number sequence in use. If you manually change the reference no you will need to check if the transaction has been previously entered.

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.