Memorised Transaction
Our main business is transporting patients. I have to invoice clients on a monthly basis. I put the date of each trip that they make on the a separate line of the invoice. I have memorized the invoice however when I go to enter the transaction again all of the dates automatically change. I would like the dates to that were originally entered to stay as they were. Does anyone have any suggestions please.
Comments
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Hmm 🤔 I use a date column on my invoices but have never actually tested date retention on a Memorised Transaction as usually I’d want to change the dates each time anyway.
Try Re-Memorising a new invoice in case there’s any corruptions in your existing one.
Do you Verify your file regularly? Try running the Verify Data then run the Rebuild 3 times too (for some reason, 3 Rebuilds resolves a lot of issues!)
Otherwise, the only workaround would be to change the template to use a text-entry column for the Date but you would need to type in the date manually (exactly as you want it to appear)
… Not sure if it’s actually an error or how the program is designed 😬
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Thanks for your reply. I have completed the recommend Verify Data and Rebuild 3 times however this made no difference to the memorised invoice. I agree it must be a program design. Thanks for you help anyway.
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