Cheque No
I have this DD Bonus come up all the time in one clients file, it was probably entered once many months back and now I cannot seem to get rid of it, I have to over type it all the time.
I hope this makes sense, if not I will give more details
Answers
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tick the box To print - underneath the cheque
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I want to type in that box the DD Visa, just don't know why the DD Bonus always comes up.
Can I change this option to DD Visa instead?
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if you type what you want doesn’t it stay there for the next transaction?
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Is there a preference I can change so it always comes up to say DD instead of DD Bonus?
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No it usually remembers the previous transaction
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Odd that is what I thought too, but I am not using the DD Bonus and it just keeps remembering it.
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Kris FYI I just spoke to Lucas at Reckon, and he got me to do a Rebuild, but that did not fix it.
He agreed it should not be remembering the DD Bonus,
It is still popping up DD Bonus, so if anyone else can suggest something I would appreciate it.
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did you rebuild data 3 times? It is always advisable to do this rather than just once
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Can you check what your Preferences are set to?
Click on the menu Edit | Preferences
Go to the General section and then My Preference
Check to see if you are setting it to Automatically recall information
As a test turn off the option.
Create a new test Cheque transaction for a specific Customer/Supplier name like "LinkedIn" which you used in your example.
Does that "DD Bonus" re-appear?
If you set the reference to "DD Visa" and save the transaction, then create a new cheque for that Customer/Supplier, does it still show "DD Bonus"?
Turn on again the preference and select the "Automatically recall last transaction for this name" option.
Create a new test Cheque transaction for a specific Customer/Supplier name like "LinkedIn" which you used in your example and set the cheque number to "DD Visa" then save the transaction.
Then once again create a new test Cheque transaction for a specific Customer/Supplier name like "LinkedIn" and confirm whether the cheque number shows "DD Visa" or "DD Bonus" or is blank.
Note that for this preference will likely retain the last used value set as the cheque number for each specific Customer/Suppler name independently.
Regards,
Reckon Data Recovery Team
How to ask good questions on the Reckon Community
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This is my settings, I did what you suggested, unselected, did a couple of test runs overtyping with DD Visa, put the preference back and it is all still always DD Bonus?
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No I will try that now
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I just did the Rebuild data 3 times, and ran about 10 dummy entries with DD Visa with and without the Preferences ticked, and even did all different dates into the future, and still if is doing DD Bonus.
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sorry to hear that if I come across anything when I’m working I’ll get back to you
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You will have to pretend you are running a paycheque and enter one cheque number or word (say DD) and enter that. The next cheque for some reason always remembers what you did last on a paycheque. Once you've done that then delete the paycheque.
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I don’t think it’s a paycheque that she’s having trouble with.
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Thank you both and you are right Kris it is not the paycheque, but it is that Number area, I assume once cheques are wiped out from Australia Reckon will update their software.
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I have removed the option from Preferences, then done another 3 rebuilds. Entered 3 Cheques all with DD Visa, and still DD Bonus, then put the preferences back and typed 3 in cheque Number field, and now no DD Bonus it goes to chq 4, so solved one problem at least. Then next cheque I just put to Cheque to Print and it seems to remember that so I will have to work around this, thanks everyone, and yes Kris if you ever see anything else on this I would be interested 😯
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yes that’s what should happen
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Just private messaged you Kris
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I understand it is not a paycheque that Barbara is having a problem with. It is, however. a paycheque that causes the problem with the next cheque numbering issue. Happy to explain further and how to resolve the issue.
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Thanks Robyn I do think it is the paycheque causing the problems, but I have been through a lot of scenarios and none of them solved it, but I do have the paycheques now just numbering, so I can either select Print Cheques and have no numbers, or type over the number with what I want right?
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Type over the number and do a DD (or what ever you want to type in and appear eg EFT) - that's where the DD Bonus came from in the beginning.
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Sounds good in theory but honestly that does not happen for me, I typed a work or whatever and next entry reverts to a number
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I can help you if needed Barbara, but basically the DD or EFT has to be entered at the time of entering the pays. It can't be done once a pay has been entered. I am not sure if you have changed a cheque that was already entered or done when entering the pays?
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Thanks Robyn I think I am understanding and doing it correctly.
- a new paycheque I open it and enter and save the following, then I open another new paycheque and start to enter and then picture 2 pops up, but it really should show EFT but shows the next cheque number?
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Yes, as soon as you type something different in a "Write Cheque" transaction the cheque numbers will then keep continuing from there. It won't change again until you do the next pay cheque.
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I must be missing what you mean, I have done 3 in row changed all to EFT and but they all just keep coming up "4" the next number, what am I not understanding?
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Hi Barbara
I’m happy to have a look for you but it won’t be until mid next week sorry as BAS’s are due Monday. If you’d like me to have a look please email
robyn@robynkelly.com.au
I will reply as soon as I can but as mentioned it won’t be straight away sorry.
RegardsRobyn Kelly
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