Explaining bank transactions after import

Question asked by Steve Coom 8 years ago

Have Imported bank transactions, all looks good. Go to "explain" the transaction Fill in the details - looks good Get prompted for "We need a few more details to set up your account." Fill in the details .. save .. go back to the transactions to "explain" - and nothing gets changed

Its probably obvious .... but this is driving me nuts - i cant "explain" any transactions because of this

file

file

Write reply2

2 Replies

Good Afternoon Steve,

This is begin caused because you currently do not have a tax period that covers the bill date (04/01/2016) of the invoice.

file

You can add this by heading to Settings > Organisation > Details & Tax, scroll to the bottom of the page and click the switch to tax a VAT scheme link which will bring you to the page above. Allowing you to enter a backdated tax period.

I hope this helps, Theo

Best answer
8 years ago

Fantastic - I knew it was me :)

Thanks for the quick response and help

8 years ago

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

Apps

Company

Social