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robyno8888's avatar
robyno8888
Experienced Cover User
6 years ago

Prepare Bank Deposit Memo

Hi When I edit the MEMO in PREPARE BANK DEPOSIT and then go to reconcile the Bank Statement every deposit has defaulted to "Bank Deposit". This is very frustrating as it's useful to see at a glace w...
  • Tracey_H's avatar
    Tracey_H
    6 years ago

    Hi KDBA and robyno8888 

     

    As a former AccountRight user/bookkeeper I have seen this issue and it was caused by changing a transaction from the Prepare Bank Deposit window. For example - one transaction was entered twice, you click on the blue zoom arrow for one and delete it. Or if a transaction was entered as $100 and it should be $110, you click on the blue zoom arrow, the Receive Money window opens, you correct the amount and Record.  Both scenarios take you straight back to the Prepare Bank Deposit window, you change the memo and Record. The memo appears as Bank Deposit in the Reconcile Accounts window.

     

    The workaround that I found was to close the Prepare Bank Deposit window, open the Receive Money/Receive Payments window then delete or change transactions as necessary. Then reopen Prepare Bank Deposit and record the deposit. The memo will be correct in the Reconcile Accounts window.

     

    I understand it's not an ideal workaround but I found it better than deleting deposit transactions and re-recording. I have passed on your feedback to a Product Specialist.

     

    I'd be interested to know if this workaround works for you.

  • robyno8888's avatar
    robyno8888
    Experienced Cover User
    6 years ago

    Thanks for the tip. It seems to be working fine now. Hopefully it continues. We have a lot of invoices for the same amounts - so yes when it's not working it is frustrating when you can't see at a glance who the deposit is for in the Bank Reconciliation. Cheers Robyn

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