Thanks Geert, that’s probably the safest and certainly most consistent option.
Regards,
Adrien
> On Jul 30, 2019, at 12:03 PM, Geert Janssens
> wrote:
>
> The other (more conservative) option is to right-click on the payment
> transaction in the AR account and then select "Edit Payment...". T
The other (more conservative) option is to right-click on the payment
transaction in the AR account and then select "Edit Payment...". That way
you're consistently using the same window to set all your payment memos.
Regards,
Geert
Op vrijdag 12 juli 2019 16:45:46 CEST schreef Adrien Monteleon
On 7/12/19 1:01 PM, Adrien Monteleone wrote:
Sorry, forgot that detail.
I’m not editing in the AR register. (generally, you should not do so)
Makes sense... this is the reason the entries were not being
consistent. I was concern about a corruption in the data, so test test
until I get it righ
Sorry, forgot that detail.
I’m not editing in the AR register. (generally, you should not do so)
I clicked the ‘payment’ link in the Customer Report. This opened my asset
register that was used as the transfer account when I processed the payment. In
this case, it was an Undeposited Funds accou
Which screen did you go to for performing the edit? That's most likely
the key, editing the "Memo". I was editing something different. I was
editing from the "Accounts Receivable" screen. It has a memo field. If
the field is empty it says "Memo". Making a change there doesn't show
up on t
I just edited one of my memos for a customer’s payment noting it applied to a
certain invoice and then refreshed the Customer Report. It updated the
description field for me as expected.
Be sure you are entering info in the `memo` and not the `notes` field of the
transaction.
`memo` is the tex
On many of my Payments entries, I inadvertently don't write a Memo or
mistype the correct note when processing the payment. I can correct
this by editing the Memo field in the Accounts Receivable page.
It's great having the correct information recorded and available,
however, it doesn't show
