Repeating Item Description Not Changing

[Pastor K]

Our bank has changed names, and we updated all of the places that the old name was used in PC. We have the monthly tax payment set up as a repeating item. We have changed the vendor name to the new bank, as well as the description. When we release items from repeating, the description still has the old bank name. The changes were made before the items were released. It has done it two months in a row now.

[JohnDMeyers]

I can't duplicate it.

[NeilZ]

What version of Powerchurch are you using?

[Pastor K]

We are in V11 with the latest updates. The repeating items were originally set up in V10. The info prints correctly on the checks. It is the Open Items Report that has the problem. The Description still has the old bank. We changed the info in April. The open invoice also has the old bank, but the Maintain Repeating Items screen has the new bank. I may wait one more month and see what comes up. ( I personally think the secretary did not update everything before releasing the repeating items!) If it does it again, then I know we have a problem.

[Zorak]

Is the problem in the account description, or the vendor name description?

[Pastor K]

It is only titled "Description" and matches the Description entry on the Maintain Open Invoices screen.

[Zorak]

OK, I just ran a test here, to make sure it was working the way that I thought it would...

If the "Description" field is blank when adding a new invoice, manual check, or repeating item, the vendor name is entered there by default. If you change the vendor name in the Maintain Vendor Records screen, then go back and look at existing transactions, the program isn't going to change that "Description" field.

If you can verify that the "Description" field on that transaction in the Maintain Repeating Items screen has been updated with the new vendor name, then it will always release new transactions with that Description. Otherwise, it will keep releasing new transactions with the old vendor name, or whatever is entered in that "Description" field on the Maintain Repeating Items screen.

[Pastor K]

I thank you guys for checking this. I am going to wait until the secretary releases the repeating items for July. If it does it again, I will post again. If it has the new bank name, then I will know that she entered the correction after she released the repeating, and it will have been our problem. At this point, I know that the "description" field has been changed in the repeating items screen. We will wait until next month and see!

I am wondering if that is a good idea to have a link that does not update. If this is the case, maybe the "description" field should be a manual entry instead of a link.

Once again, thanks for looking at this.