Memorised Transaction

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KSN
KSN Member Posts: 2 ✭
in Accounts Hosted

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.

Invoice.PNG


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  • Acctd4
    Acctd4 Accredited Partner Posts: 3,426 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited January 2022
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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 😬

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

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

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    Ballajura, WA

    shaz@accounted4.com.au

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    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • KSN
    KSN Member Posts: 2 ✭
    edited January 2022
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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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