I am trying to clean up our program. There are many open credits and balances over the years that were not applied to anything. How do I correct this?
R
Answer by
Robert Polubinski
The easiest way to clean up the database is by exporting it to the Microsoft Excel. To do this, follow a guide that can be accessed through Google. Download the PDF from the YouGrow website. The PDF guide explains exactly how to export and clean the files.
I'm using the MYOB accounting program. When I go to do the Bank Recon screen, the sales invoices appear in the bank account. Plus, when the payment is applied to a sales invoice, there are 2 entries for the payment, 1 credit and 1 debit. Is there a setting where I can just have it so that only the payments of the invoices are in the bank.
I hope I have explained my problem clearly.
Blair.
P
Answer by
Pete Clapp
Usually, these accounting applications work based on templates. In order to modify the structure of a bill or invoice, you will need to modify the respective template. You can do this by using the advanced configuration menu and then you can use the application as you want it.
Please be careful not to mess up the invoices as these are very important and contain elements that once are deleted they cannot be retrieved.
I am trying to clean up our program. There are many open credits and balances over the years that were not applied to anything. How do I correct this?
The easiest way to clean up the database is by exporting it to the Microsoft Excel. To do this, follow a guide that can be accessed through Google. Download the PDF from the YouGrow website. The PDF guide explains exactly how to export and clean the files.
I'm using the MYOB accounting program. When I go to do the Bank Recon screen, the sales invoices appear in the bank account. Plus, when the payment is applied to a sales invoice, there are 2 entries for the payment, 1 credit and 1 debit.
Is there a setting where I can just have it so that only the payments of the invoices are in the bank.
I hope I have explained my problem clearly.
Blair.
Usually, these accounting applications work based on templates. In order to modify the structure of a bill or invoice, you will need to modify the respective template. You can do this by using the advanced configuration menu and then you can use the application as you want it.
Please be careful not to mess up the invoices as these are very important and contain elements that once are deleted they cannot be retrieved.