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Are you sure Joe ?

I don't see anything related to the text included (and the object) in the email transporting the attached invoice.

Gaston

Hi! agent182

First, you are on someone else thread ...
Second, please see the FAQ : https://frontaccounting.com/wbt/pages/faq.php

2. Working with FrontAccounting
2.1 I have added new customer (supplier, item) but it is not visible in customer list
Go to Setup tab, Company Setup, and check that 'Search Customer/Supplier/Item list' are unmarked.
If these lists are marked, then you have enabled search for Customers/Suppliers/Items.
This might be a good idea if you have many records. You can then start a search by pressing a space in the list, or use the edit box in front of the list if such one is available. Now enter fragment of Customer/Supplier name or Item id, category or description and press tab. The list will now be populated with relevant records. If you enter a *, all records will be shown.

Gaston

Hi Joe

I have read most of the wiki, and for sure I have read the part about that. I also did made a backup.
BTW I even read an almost similar part of the forum where you almost said the same thing as here and where it was suggested to update the wiki. The point was not the lack of reading, but the lack of understanding, probably more related to accounting.

What I don't understand ia: "Also ensure that you have selected a correct account for the Retained Earnings." What is a correct account ? A bank account or another asset account? A liability account (I doubt about that one...) ?

Gaston

Thanks Joe

I'm not too sure of what you mean. I already have a Retained Earnings Account and a Profit and Loss Year Account, and I still have the message :
"The Retained Earnings Account or the Profit and Loss Year Account has not been set in System and General GL Setup".

Also I don't understand what you mean by "You should create such an account last in your expense accounts." It's maybe related to my problem ?

I have the feeling that it better not to make any mistake here ... ;-)

Gaston

As you and Joe said:

Look into the access setup in Setup tab. Select the System Administrator. Look under Banking & GL Transactions. Check the row:
Journal Entries to Bank Related Accounts.

That should allow it.

/Joe
PS. Also be sure you have created the GL Bank Accounts and also created the Bank Accounts in Bank Accounts and enter the relevant GL Bank Account.

Janusz

I have read the information in FA Wiki, but how can I setup the opening  balance for a bank account if the bank account is available in Journal Entry ?

I probably missunderstood something ?

Thanks,

Gaston

Janusz or Joe

I would really appreciate to have your comments on the best way for me to keep in synch both applications with regards to the customer data (some).

Thanks,

Gaston

No reaction ?

Because it's difficult, or not interesting ?

Gaston

I was asking because I have an account AAA  of group account "Current Liabilities", class type "Liabilities", that doesn't show in the drop box (but is there when listing all Active GL accounts). I thought that  there was another rule.

If it is not the case, then it means that I have a problem, maybe something misconfigured.

What would be the process to find out ?

Thanks,

Gaston

Give a try to:

Go to "Setup", then choose "Company Setup", then "Search Supplier List"; if this option is marked, please unmark it.

Gaston