Posting to a header general ledger

megan_10040714 · March 8

Hi Everyone

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

Thanks

Kris_Williams · March 8

Not that I’ve ever heard of, but always something new to learn

Charley · March 8

Talk to them severely

Kris_Williams · March 8

I’ve done that many times @Charley

Acctd4 · March 8

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 😬

Kris_Williams · March 8

I used to type the header accounts in caps and tell them they weren’t to use any accounts in caps

PhuongDo · March 8

I know a way but normally people will not like it because it is a custom solution and it will cost money :D

megan_10040714 · March 10

Thank you everyone, appreciate your answers

Posting to a header general ledger

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Shaz Hughes Dip(Fin) ACQ NSW, MICB

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

Accounted 4 Bookkeeping Services

Ballajura, WA

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