Cheque- can not record a transaction

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In Reckon accounts hosted, why will it not let me record writing a cheque after entering all of the details? Clicking the save & close or save & new does nothing, no error codes or warnings appear, the page just sits there as if I haven't clicked anything? As far as I can tell all of the details are correct as they are the exact same in another company and that works fine?

It happens when trying to write a cheque to some of the existing suppliers, but not all

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,497 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Hi Debbie

    Hmm ... that's strange - it could be due to numerous reasons but difficult to determine it without seeing it. Are you able to post a screenshot ? (You can blank out any identifying details)

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Debbie McColl
    Debbie McColl Member Posts: 8
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    Hi

    Thanks for replying. There is no error message so when you click save it just sits there, it wont save

    the cheque. The other thing that happens to the same suppliers is that you cant record a transaction in the bank register using their name.

    Very odd, we have to enter and bill then pay it to record a payment which is frustrating.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,497 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited December 2022
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    Hi Debbie

    I meant a screenshot of the transaction you are trying to enter - just so I can see what account/item etc you're trying to use.

    Do you Verify your file regularly ? Sometimes background data corruptions can occur that aren't visible to us as the end user. I would recommend Verifying your data file (under File > Utilities > Verify Data) then run the Rebuild (also under File > Utilities ...) 3 times. Over time, data can get fragmented, transaction links can get broken etc - The Rebuild process just tidies this all up behind the scenes & running it THREE times fixes a lot of issues (for some reason!)

    After that, try the transactions again & see if you're still experiencing the same problem.

    Without seeing & testing it, it's a little difficult to determine the cause but if the above doesn't fix it, I suspect there's a larger corruption within either an Account, Item or Supplier name that you're using. Once you've determined which, edit the name of it to prefix it with an "x" then create a New one. You can then re-name the old (corrupted) one back to it & Merge this into the new one when prompted & that should resolve it 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Datarec_ReckonLtd
    Datarec_ReckonLtd Reckon Staff Posts: 1,115 Reckon Staff
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    Hi @Debbie McColl

    Just in case you are using multiple monitor screens, there may be a 'pop-up' dialog screen appearing offscreen. See if pressing the TAB key and then pressing the Enter key, may 'click' that dialog box screen into view or into some action.

    Example:

    • press TAB
    • press Enter


    Consider testing the following also:

    Test 1:

    Enter the transaction as you normally do.

    When it does not save, temporarily change the Supplier Name to one where you have not had a similar problem occur.

    If the transaction saves correctly, then it indicates there may be a problem with that specific affected Supplier name(s).


    Test 2:

    For an affected Supplier name, enter a very simple cheque transaction.

    Use either just a single Expense or a single Item (try one or the other to see which if any gives a good result)

    If the transaction does save correctly, try incrementally making the transactions more complex, making use of the accounts or items that you would have normally used in the transaction that fails to save.

    This will test whether it is a combination or one or more of the items/expense lines that are contributing to the issue.