When I make deposits against a customer name Reckon Accounts Hosted automatically creates a negative time/cost billable expense for that Customer in Create Invoices? How do I turn this off?
You wouldn’t normally use the make deposit window, you would use the receive payment window, and in there bank to relevant bank
Thanks for your response Kris. These are not debtor payments therefore I am not using the receive payments screen. They are just like a loan payment or reimbursement.
if you are using an existing customer you might be better off creating a new customer with say a dot at the end. I don’t really know why this would happen, but I would separate these transactions from debtors transactions
Hi @Allie2021
That sounds odd - Are you able to upload a screenshot ?
NB: I wouldn't be creating additional Customers - You want all transactions for each one stored together so they're easy to locate & identify. Debtor payments record differently to stand-alone Deposits so these won't impact your A/R (unless posted to your A/R account)
Thanks Shaz, please see screenshots below:
Do you actually use the Add Time/Costs to auto transfer onto invoices or not ?
If not, you can turn it off in your Preferences (under the Edit dropdown menu):
You can also disable it from that popup in your screenshot:
If you do use the Add Time/Costs ...
Is this happening for any other/all Customers or just this particular one ?
Are you verifying your Company File regularly ? Over time in the background, files can get defragmented, links can get lost & data can get corrupted so I'd recommend running the Verify Data process & then running the Rebuild Data 3 times (For some reason, THREE Rebuilds fixes a lot of issues!)
These options are under the File dropdown menu > Utilities
TIP: ALWAYS verify your file before backing it up - A corrupted Backup will NOT restore if you should ever need it!
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