Veronika
Experienced Cover User
Joined 15 years ago
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Re: Un-allocating a transaction
Thank you Waratah for this post. You are complete correct and saved me quite a bit of time going around in circles. I tried unmatching multiple times but the system kept going back to the original allocation. I then found the spend money transaction and deleted that which solved the issue. What a silly system.115Views0likes0CommentsRe: Customer Statement - printed vs emailed provide different ageing figures
Thank you Cel, I guess what is confusing me is why the ageing settings are only affecting the emailed version of the statement. The printed statement doesn't seem to change regardless of the ageing settings. Also, if I change the ageing date settings to 31 days (instead of the 30 days), will this cause issue on the months when 30 days apply?260Views0likes3CommentsRe: Customer Statement - printed vs emailed provide different ageing figures
Hi Cel, Thank you for your response. The issue that is that the printed activity statement vs the emailed statement, both using the same template, identical parameters and drawing the same information are producing different figures when generated at the same time. I have attached a copy of the printed statement vs the emailed statement. The figures in the printed statement are the correct figures. The fields that are producing incorrect figures in the emailed version of the statement are 1 Month and Current. I have worked out that for some reason the emailed version of the statement (for period 1.11.2023 to 30.11.2023, previous month) is moving the last invoice dated 31.10.2023 into the current field instead of the 1 months field, but ONLY in the emailed version of the statement. Why is the emailed version of the statement producing incorrect figures while the printed version of the statement is reporting correctly?285Views0likes5CommentsCustomer Statement - printed vs emailed provide different ageing figures
Hi, I have an ARL desktop client file set up to issue customer activity statements as tax invoices to their customers on a calendar monthly basis. The ageing period is set to 30, 60, 90 days. I have noticed that when I print the statement, the figures under the ageing fields are correct, however when I email that very same statement with the same template and parameters, the system adds the invoice that was issued on the last day of the prior month and adds it to the "current" field of the ageing period. As an example, I have an invoice issued 31.10.2023 for $200 and I have an invoice issued 5.11.2023 for $500. When I issue the activity statement with date parameters 1.11.2023 to 30.11.2023, the current total shows as $500 and $200 in the 1 month field in the printed statement. The emailed statement shows NIL in the 1 month and $700 in the current field. I have worked out that this is likely because the ageing is set to 30, 60, 90 in the system but I can't work out why the printed statement is correctly showing the figures while the very same emailed statement is showing incorrect figures. If I change the ageing period to 31 days, then this corrects the emailed statement however only for one month because the next month I have get the customer to remember to change this again to 30 days to ensure that the statements are correct and keep changing each month. I have also tried to send the statements via the browser and the same issue pops up. As a last resort, I have also tried to change the ageing from daily to monthly but then the activity statement template does not pick up any of the ageing figures but rather only shows $700 in the current field. Any help is appreciated to fix this issue, I am a little bit hesitant to tell the client that there is no solution to this other than them having to remember to change settings each time or print the statements to PDF and then emails them one by one. Thank you, V405Views0likes7CommentsCustomised User Roles
Hi, I am wondering if anyone can assist. I know how to create and update user roles but my client is looking something quite specific. I need to create a customised user role for sales where the user is allowed to create and change a sales order and convert this to an invoice but once it becomes an invoice, the user is no longer allowed to make any further changes to the sales invoice. Is that possible to do? Thank you VSolved318Views0likes3Comments