Forum Discussion

Tasqua's avatar
Tasqua
Experienced Cover User
2 years ago

Purchases Returns and Debits tab

Hi there We have a invoice dated 4/4/2022. Part paid with balance owing. As 1/2/23 - supplier has now credited balance owing due to unfilled obligation. I then did a purchase credit of amount owin...
  • Steven_M's avatar
    Steven_M
    2 years ago

    Hi Tasqua 

     

    Do you use Categories i.e is Setup>>Preferences>>System>>Turn on Category Tracking... enabled within the company file? If so, you do need to make sure that you have the same category listed on the bill as you do on the debit transaction. If those are different you can end up in a situation where a debit and open bill is available for the supplier but you can't apply them.

Steven_M's avatar
Steven_M
Former Staff
2 years ago

Hi Tasqua 

 

Do you use Categories i.e is Setup>>Preferences>>System>>Turn on Category Tracking... enabled within the company file? If so, you do need to make sure that you have the same category listed on the bill as you do on the debit transaction. If those are different you can end up in a situation where a debit and open bill is available for the supplier but you can't apply them.

  • Tasqua's avatar
    Tasqua
    Experienced Cover User
    2 years ago

    Hi Steve

    Thank you that worked.  Happy now.

    The catergory section seems to always trip me up.

    Have a good day.

    Regards

    Gill

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