INB Payments remain as Draft

Gracecrowd Church
Gracecrowd Church Member Posts: 2
edited July 2019 in Reckon One
Hello,
I have followed the youtube tutorial for creating INB payment summaries and also lodging the Payment Summary Annual Reports. That all worked fine, however I still note that the INB Payment Summaries remain as draft and there doesn't seem to be an option to mark as lodged. There is a lodged tab within the INB Payment Summary section. Any ideas on how to mark INB Payment Summaries as lodged?
Cheers,
Ben

Comments

  • Simon Hutchinson_8164484
    Simon Hutchinson_8164484 Alumni Posts: 135
    edited July 2017
    Hi Ben

    Thanks for your post, we currently do not have the ability to mark payment summaries as lodged in the product however it is in our backlog to implement soon and we apologise for any confusion that the videos may have caused on this issue.

    Thanks

    Simon

  • Gracecrowd Church
    Gracecrowd Church Member Posts: 2
    edited July 2017
    Ok Thanks
  • John G
    John G Reckon Staff Posts: 1,570 Reckon Staff
    edited July 2019
    Hello Ben,

    Reckon One does not automatically mark the Payment Summaries as Lodged for the time being - you need to do that manually.  See the video from 2:25 for those directions.  


    regards,
    John 
  • Kerri
    Kerri Member Posts: 15
    edited July 2019
    This only addresses the annual report and not the INB summaries given to staff, which remain listed as DRAFT