Noel4819
Experienced Cover User
Joined 13 years ago
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Re: Reconcile Accounts: Click and drag to select (multiple) tick boxes
We must get this back. we see small changes over the years/s quite frankly none have been any value to me. yes clicking a 100 or more at a time is pathetic and time consuming. Surely this is not to hard to fix.186Views0likes0CommentsPurchaser Supplier detail.
I have account Right 2023.5.1.4 When I ask the program for a report Purchase - Supplier detail. select one supplier. all sales If i ask 1.1.22 to 15.6.23, I get the report I need. if I ask it to give me a report to the 16.6.23 (only one day later) it tells me There is no information to display. There are purchases in there that should display. If i narrow it down 1.6.23 to 15.06.23 I get the report of purchases.i need now if i take it to the 16.,6.23 (again one day laterit tells me again There is no information to display. what is the problem It seems it will work up to the 15th June 2023, If i put the 16th June there is nothing to display., It seems the Jnx is on the 16 June. what ia wrong??123Views0likes0CommentsRe: order to invoice and address changes
HI Tracey Yes you have made out an invoice and then backordered what was not available, Yes that is fine, we do not do that, with our business that backorder is not really feasible. You have started off in an invoice and actually saved an invoice, yes that will work. Start doing an invoice and change the address and then when you realise you do not have enough of what you want, change it back to a Order and the address changes back to the original. Or the other way round, start doing an order, change the address and then at the last minute, change the order into an invoice. I know if i start as an order and leave as an order any adrress changes stay and the same applies if i start as an invoice and save as invoice, If there was a lockout that stops you from changing an order into an invoice and invoice into an order at that stage, would prevent adress changes. After an order is saved you could then go back and save as an invoice. It would be nice if all products were in stock and computers inventory was totally accurate, then there would be no need to use an Order.521Views0likes0CommentsRe: order to invoice and address changes
HI Tracey, Yes it is best the we should leave it and save it as an order or Invoice and it wont change the address back, If we go to enter it as an invoice and we have changed the address details and find it wont save as an invoice because we dont have the item in stock, the intended invoice is returned to an order, then again the address changes. We know we should only save it in the order or invoice that we started in and not change back if we have changed the address, but people forget and it inadvertently happens and parcels end up in another part of the country. I dont recall this happening in the old MYOB Premier, in fact i dont recall a lot of things happening in the old MYOB that happens in Account Right, cheers Noel536Views0likes1CommentRe: order to invoice and address changes
HI Tracy, Yes when i start a sale and leave it in order and type in a new address, for theparcel to go elsewhere, and we then change the yellow order into a blue invoice page, the address reverts back to the old one. Yes I am aware of the work around and we should leave it in an order change the address, save and print off and the address will stay the same, then we can go back and change into an invoice.. We DID NOT need to do this in the old MYOB programme. We used the old programme for more than 20 years . Unfortunately we (12 of us) do occasionally do forget and change the order into an invoice before saving and the parcel goes to the wrong place. In fact it has happened tp us again last week and the parcel ovr $900 has gone to an address in another state and look like we will not get it back. We will in this case lose the $900. Surely it can not be that hard to rectify this small problem. All I can see Accountright doing is adding their own little buttons to generate more income for them, (ie direct debits, on line payments, loans and Finance etc ) cheers Noel617Views0likes3Commentsorder to invoice and address changes
If i create a new order, and i make a change to the address, in the address field. if i then change the order to invoice before saving, every change in the address field is removed and replaced with the original adress. I can work around this by making the change, saving, finding the order in the order list, then changing to invoice. But is seems that any change made to the address field is removed when changing from order to invoice . This happened to me and my staff many times and the parcels have been sent to the wromg address. This is annoying and starting to get a bit expensive, Yes I know we should check. but that is not necessarily what happens. Surely this minor problem (in our case a major) can be rectified.666Views0likes6CommentsRe: Two Transfer from deposits showing in card transaction file
Hi Tracey. Thanks for your reply. I ahve some reports attached as requested. I did a complet reversal to see if that would sort things out, but that did not work. Hope you can throw some light on it for me. My only other option, that I could see, was to generate another customer file and make the other inactive. cheers496Views0likes0CommentsRe: Two Transfer from deposits showing in card transaction file
HI Michelle, I have had no luck. I have tried a reversal and re-entered the invoice, but the credit is still showing. Only one payment was made, but I have no idea why it has done what it has. If I cant sort it out, and i dont want a credit to be shown all the time when there is no credit, I will have to make up a new customer card and mark the old one inactive and start again. I was hoping someone had an answer. cheers Noel569Views0likes2CommentsTwo Transfer from deposits showing in card transaction file
I have made a payment against and order for an amount of $566.50. I have then later changed the order into an invoice and have noticed a credit for the same amount of $566.50. This amount was only paid the once that I can see, but when changing into an invoice the credit has occurred. When I check in the card transaction I can see the one sale, that is Ok, but then I can see two seperate Transfer from Deposits (different SJ numbers) for the amount of $566.50. The last two lines show the payment (the two figures show PayPal and another for Paypal fees, But that is OK). Why is there two Transfer from Deposits and how can I get it back to normal.597Views0likes6Comments