Forum Discussion

courtneyireland's avatar
courtneyireland
5 years ago

Sales Register Search

Hi. I have been having issues with invoices not showing up under the customer / supplier when searching under the individual but when I search under all suppliers / customers and search as a keyword ...
  • courtneyireland's avatar
    courtneyireland
    4 years ago

    Hi Steven_M, 

     

    I have been talking to the third party provider and it doesn't seem the issue is with them. Upon further investigation we found that the customer was showing as inactive under the reporting so had a further look and found a duplicate company that had been made inactive which is where the invoices had been going to. I have made them active again so can reconcile the account. 

     

    Thank you for your help. 

    Courtney 

Steven_M's avatar
Steven_M
Former Staff

Hi courtneyireland 

 

You indicated that you are using a third-party application to add those transactions to the company file. Are those transactions that ones that are not appearing as intended? If so, does deleting and then re-entering or manually entering a transaction in AccountRight show those transactions as intended?

 

Should those manually entered transactions appear as intended, I would recommend speaking with your third-party provider in relation to those transactions. As it would appear that transactions are working as intended if manually entered through the software but transferred across they are not appearing as expected.

courtneyireland's avatar
courtneyireland
4 years ago

Hi Steven_M, 

 

I have been talking to the third party provider and it doesn't seem the issue is with them. Upon further investigation we found that the customer was showing as inactive under the reporting so had a further look and found a duplicate company that had been made inactive which is where the invoices had been going to. I have made them active again so can reconcile the account. 

 

Thank you for your help. 

Courtney 

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