Currently when creating an AR invoice of zero dollars and marking it paid there are no transactions posted in the general ledger. That means when revising taxes, ledger accounts or other items in the customer's profile there is no transaction created in the general ledger. Why would Sage not post a transaction I am asking it to post? This is going to cause an issue for my client when we get audited by the Canada Revenue Agency because we did not send them money in the month we should have done so because the transaction I asked Sage to make was not made. Yes, I could have made a journal entry although that would then not be reflected in the client profile. Yes, I could have done a credit and an invoice but why would I do two entries when I just want to do one entry with two lines and mark it paid?
by: Robin C. | over a year ago | Accounts Receivable
Comments
Our clients don't want to see (2) or (3) papers stating there is nothing due when it can be done on (1) invoice. If only it would post to the GL, it would make my life easier as well instead of taking multiple steps for the same result.
We have expenses that come in after the job is closed and we need to run those against the job. To get the taxes correct, we need to run a $ .01 invoice and then write off the $ .01 as a discount. Would be MUCH easier to just post a $ 0.00 invoice in the 3-2 window.