Can I stop Reckon from updating historical invoices if the customer changes their name

Tilley
Tilley Member Posts: 88 Reckoner Reckoner
in Reckon Accounts (Desktop)

Hi community,

I had some customers simply update their trading names but the ABN etc stayed the same.

Now if I look at an invoice issued in the old trading name it shows the new name and this is just not true. Payments were also received to this older trading name.

So can I change a trading name and somehow disable Reckon from changing the historical invoices to the new trading name.

If the answer is no, how would others have handled this.

I don't want to have to set up another account and do a transfer etc as then I loose out tracking history.

Would locking the periods do this?

Appreciate any help

PS yes I did try to find the answer

Best Answer

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,208 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Unfortunately, it’s not possible to disable it across the board however you can edit the name/address details on just the applicable invoices which might be the best option if there’s not a large volume affected 😬

    Just make sure you say β€œNo” to the default change option when re-saving!

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  • Tilley
    Tilley Member Posts: 88 Reckoner Reckoner

    Hi Shaz,

    I thought so and appreciate reply, the trouble is some one has been into each and looked at them and now they all have the same invoice name , so I don't know which the old name and the new and unfortunately no date was reported in the notes regarding the name change. I am so over this member of staff. I could try running the audit trail and see when the changes occurred, but this is very time consuming.

    thanks again

  • Datarec
    Datarec Reckon Staff Posts: 1,435 Reckon Staff Reckon Staff

    @Tilley

    If you have a good older backup, consider restoring that as a separate file (do not overwrite your current data), so you can review the same invoice number to see the name that was previously associated with it in the past.


    Note: The Audit Trail report will not show when the name of a customer in the Customer Centre list is changed.

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  • Tilley
    Tilley Member Posts: 88 Reckoner Reckoner

    Thanks for reply, sounds good in theory but I would have to keep a copy from before the name change . In some cases the back up would not work as these records go back years and the version wouldn't open on the latest Reckon version.

    Anyway I only keep the last 5 back up copies.

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