Duplicate invoice amount prompt

Karina Shalevski
Member Posts: 4 Novice Member

I know that Reckon will prompt when the same invoice number is keyed in which is great but sometimes I key in Proforma Invoice which is a different number to the invoice and have double paid invoices. Is there a way Reckon can prompt if the same amount with that supplier has been keyed in.
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Hi Karina
Are you using the sales order as your Proforma invoice? Then yes, go to preferences>sales,tick warn duplicate sales orders.1 -
I presume you are referring to a bill, I would simply add say "**" to the end of the bill number ie 5858**, which would act as a reminder to you that this is a Pro-forma, and review these prior to preparing management & BAS reports a simple search 5858 would reveal any bills entered.
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It's more so the amount being the same that I would like to be prompted. Because the Proforma Number is different to the Invoice Number and sometimes I key in the Proforma a couple of weeks before the Invoice when the goods arrive and I have accidently paid a few twice.0
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No I only enter bills. So I want a warning that says "duplicate amount"0
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Ok, lets work through this, you are talking a proforma invoice you enter when the stock arrives from a supplier but before the supplier invoice arrives.
You said the proforma invoice has a different number, Are you entering this proforma invoice using it's number as an invoice to enter the arriving stock, then entering the tax invoice when it arrives with a different number?
You can use purchase orders! Enter a P/O for arriving stock on proforma invoice, this enters the stock, you can mark it received, and later when the tax invoice arrives, when you enter the bill it finds the P/O (proforma invoice) and creates the bill from this, linking the 2 together, marking P/O received in full, and a P/O will never come up in the bills to pay so there is no confusion. And you can tick the box to warn you if you duplicate a P/O as well.
Paying an invoice twice will never happen if using Purchase orders for proforma invoice1 -
Thanks that sounds good. I have just had a look though and when I key in the Purchase Order the item number can only be selected as cash on hand, debtors or gst however doesn't allow me to key in the expense code. So I am a little confused.
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Hi Karina
send me some screenshots and email or call me.. Kim@kwikbooks.com.au 0429 305 3000
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