Trying to add transactions takes me to page to update my details and tax data

Question asked by Ashley Thorne 8 years ago

This keeps sending me in circles. I go to explain a transaction and when I hit "add new transaction" it takes me to a page saying it needs more info about my company and tax, but all the fields are filled in and are correct. I then hit the update button and it takes me back to the part to explain the transaction, but the fields I had entered are now gone. I fill them in again and again it takes me to the the company details and tax page. I can't seem to get any transactions added. I also tried using Yodlee, but it doesn't seem to pull in my transactions so I'm at a complete loss. I'm only on the trial version but probably won't take it any further if I can't figure this out.

1 Reply

Hi Ashley,

I'm sorry to hear that you have been experiencing problems with this. So we can deal with your query more securely, would you mind raising this as a ticket by emailing us at contact support along with an example of a transaction you were trying to explain, please? We can then investigate further for you.

Kind Regards,

Natasha

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are