Missing invoices - were created, now no longer there

Options
LID
LID Member Posts: 5 ✭
edited June 2019 in Accounts Hosted
Over the last couple of days, some transactions have just vanished.  It seems unless I email / print (forcing a save) they just disappear.  Why would this happen?

Comments

  • Shirley Ingle
    Shirley Ingle Accredited Partner Posts: 138 Accredited Partner Accredited Partner
    edited December 2016
    Options
    Which program are you using?
  • LID
    LID Member Posts: 5 ✭
    edited December 2016
    Options
    Accounts Hosted

  • LID
    LID Member Posts: 5 ✭
    edited December 2016
    Options
    Browser Firefox

  • Shirley Ingle
    Shirley Ingle Accredited Partner Posts: 138 Accredited Partner Accredited Partner
    edited December 2016
    Options

    Hi Lid  You usually cannot lose data. If you know the invoice numbers or an amount, have you done a Find. If the invoices come up, check the date. Often in Reckon the problem is with the date.

    You can also run a report on your invoice numbers. To do this, Reports (top of the screen), Banking, Missing cheques, Specify Account change to Accounts Receivable, you may want to change the date range if you have had the file for some time, then click Ok. Here you can also see if the numbers come up.

    The other report is to check the Audit Trail for any deleted transactions. Audit trail is found Reports, Accountant, Audit Trail. Can filter to only show Deleted or whatever you want to check on.

    Then the other obvious check is to look at the Customer record or report on Open Invoices from Reports, Customer and Receivables.

    As you are using Hosted there is no fear of restoring/uploading an old backup as you possible have no need to restore a backup. 

    Hope this gives you a guide to finding the invoices.

Categories