Posting to a header general ledger

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megan_10040714
megan_10040714 Member Posts: 93 ✭✭

Hi Everyone


is there a way to stop people posting to a header general ledger in Reckon Accounts Hosted.


Thanks

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  • Kris_Williams
    Kris_Williams Member Posts: 3,494 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Not that I’ve ever heard of, but always something new to learn

  • Charley
    Charley Member Posts: 548 ✭✭✭
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    Talk to them severely

  • Kris_Williams
    Kris_Williams Member Posts: 3,494 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    I’ve done that many times @Charley

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,594 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited March 2023
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    It’s very frustrating 😫 as the main problem with posting to header accounts is that the system reads these transactions as posting unspecified which results in additional “Other” sub account lines on financial statements (P&L and the Balance Sheet)

    The only workaround is to reiterate again/the above to staff & add the words “(DO NOT USE!)” to the header account names, however that will only work if they’re paying attention to it when entering data, of course 😬

    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!)
  • Kris_Williams
    Kris_Williams Member Posts: 3,494 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    I used to type the header accounts in caps and tell them they weren’t to use any accounts in caps

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 314 ✭✭✭
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    I know a way but normally people will not like it because it is a custom solution and it will cost money :D


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au


  • megan_10040714
    megan_10040714 Member Posts: 93 ✭✭
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    Thank you everyone, appreciate your answers