repeating transaction error
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repeating transaction error
I have had this happen multiple times. I am setting up a new repeating transaction. I fill in everything and when everything is in balance and PC+ asks if I want to save. I click yes. Then the next screen is missing the checking account credit line. Sometimes I notice and fix it immediately, but other times it shows up when I try to release the transaction, which is then 'of course' out of balance. I have taken screen shots of this happening if you need to see what I am talking about.
Thanks for any help,
Donna
Thanks for any help,
Donna
Re: repeating transaction error
OK .. I have to ask these questions: what version of powerchurch are you using, what module are you setting up the recurring transaction in? Is this a Accounts Payable transaction, or is this in Funds Accounting ?Donnamel wrote:I have had this happen multiple times. I am setting up a new repeating transaction. I fill in everything and when everything is in balance and PC+ asks if I want to save. I click yes. Then the next screen is missing the checking account credit line. Sometimes I notice and fix it immediately, but other times it shows up when I try to release the transaction, which is then 'of course' out of balance. I have taken screen shots of this happening if you need to see what I am talking about.
Thanks for any help,
Donna
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.
Re: repeating transaction error
version 11.55
accounts payable
accounts payable
Re: repeating transaction error
OK .. that helps.Donnamel wrote:version 11.55
accounts payable
So you save the transaction. Then what next screen are you talking about? Once you save the transaction in Accounts Payable -> Repeating Items -> Maintain Repeating Items, the system greys out the 'save' and 'cancel' buttons. You have the option to close the window, or add another repeating transaction.
I just went through the process, and have no 'next screen'.
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.
Re: repeating transaction error
is there a way I can send you the screen shots?
Re: repeating transaction error
If you can link to them from Dropbox or something like that ??Donnamel wrote:is there a way I can send you the screen shots?
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.
Re: repeating transaction error
I don't have Dropbox.
The 'next screen' is when I click Yes to save the transaction and that window closes, the Maintain Repeating Entries window is open still, but the first line of the entries, which was the checking account credit line, is no longer there, only the debits.
The 'next screen' is when I click Yes to save the transaction and that window closes, the Maintain Repeating Entries window is open still, but the first line of the entries, which was the checking account credit line, is no longer there, only the debits.
Re: repeating transaction error
Um ... when you're adding a new repeating entry, there is no 'window' that appears, you click on the SAVE at the bottom of the window, it turns grey, and what you should be looking at is the entry you just made.Donnamel wrote:I don't have Dropbox.
The 'next screen' is when I click Yes to save the transaction and that window closes, the Maintain Repeating Entries window is open still, but the first line of the entries, which was the checking account credit line, is no longer there, only the debits.
Here's the procedure:
Adding a new repeating transaction, click on the ADD button, then add all the information
Once all the info is entered you click on the SAVE button:
The system saves the transaction, and the buttons turn grey:
The window then looks like this:
There's no other 'window' involved. What does the windows say that you click on ??
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.
Re: repeating transaction error
I can do all that. I know how to add a repeating entry. My issue is at the point you have the screen shot of "THE WINDOW THAT IS OPEN - Maintain Repeating Entries". Yes, the buttons are greyed out. But sometimes the checking account is no longer there. On your screen it would be the scottsdale checking account line has disappeared.
I have checked for updates, and done a reindex already.
I have checked for updates, and done a reindex already.
Re: repeating transaction error
Normally I click save and close the maintain repeating transactions window and go on to something else. Unless I 'See' the error and fix it right away. If I don't notice it, I get an actual error when trying to Post to Paid items file. It says the transaction detail of invoice "name" is out of balance.
Re: repeating transaction error
Neil, Can I email you the screen shots at the link on your name?
Re: repeating transaction error
I'm going to assume that you are recalling the repeating transaction to use, updating the date and amounts if necessary, and adding a reference. Is this when the checking account disappears?Donnamel wrote:Normally I click save and close the maintain repeating transactions window and go on to something else. Unless I 'See' the error and fix it right away. If I don't notice it, I get an actual error when trying to Post to Paid items file. It says the transaction detail of invoice "name" is out of balance.
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.
Re: repeating transaction error
Yesterday I added 2 NEW repeating transactions and the checking account disappeared after I saved it on both new transactions.
Re: repeating transaction error
There is one more thing I would try, do a REINDEX of the database from the Utilities menu. This often fixes issues that have no other explanation.Donnamel wrote:Yesterday I added 2 NEW repeating transactions and the checking account disappeared after I saved it on both new transactions.
However, if that does not work there is more here than can be adjusted via the forum. This is not a normal occurrence and I can't duplicate it on any version of PCPlus that I have here (v11.55, v12).
I'd call Powerchurch support directly.
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.