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This option send 350 old  invoices to the client.

When I created the Recurring Invoices, (Transactions/Create and print recurrent tax invoices) select the invoice, modify and submit the invoice, the option screen then gives you option to Prit, email etc. I then click email Invoice, It does nothing.

When I go to (Inquiries and Reports/Customer transaction enquiry/) and select the invoice to edit the invoice, save and then click email invoice, it sends the email invoice just fine.

I cannot get it figured out, why a it is not sending the email under recurring invoices. Will this be two separate functions, that the one is working and the other one not.

Hi nortinos

The system is on online server, and the customer's contacts are correct.

It worked on the 2.3 system before upgrade to 2.4.  When the email invoice is selected, it does not show that the email was sent. It just remains blank. I just assumed that the email was send, but even I did not receive a copy.

On normal direct invoice, it sends the email as well as on reports, Invoices, email invoice.

There must e something else wrong with the recurrent invoices?

Regards

Joe

Banking and GL / Maintenance / Quick Entries

When setting up these quick entries it requires the following information:

Description:   
Usage:   
Entry Type:   
Base Amount Description:   
Default Base Amount:

Normally with 2.3 the Base amount description would transfer to the transaction line memo when the quick entry is used.

For example when you setup Banking fee you will use the following:
Description:     Bank Costs - Monthly Fee
Usage:    Monthly Fee
Entry Type:    Bank Payment
Base Amount Description:    Account Fees (This would normaly transfer to the GL account posting in FA2.3) Does not transfer in FA2.4.4
Default Base Amount: Value of the transaction

You also setup an account to post the transaction against:

Posted:    You choose various options

Account:    The GL account that must be used.

Part:     If you want to allocate part to the chosen account and then setup a second account that must get part you will enter amount here as %, depending on which posting option you have chaosen

Line memo: This is new in FA2.4, and I have check if this line now pull through to the GL description when you post the item. Have  Was not in FA 2.3

If you upgraded from 2.3.26 to 2.4.4 you wil have to edit all your quick entries to change the Base amount description and add it in the Line memo.

I have tested this now, and then it will display in the line transaction. This means after upgrade you have to edit all your Quick Entry Lines

Wynand

HI

Not working. It activates the theme, but no links on the lefthand side at all. To change to another theme I have to go via preferences.

Thanks everyone for your input. Much appreciated @poncho1234 and @apmuthu.

Maybe we should be able to create a VAT with dates attached to it.

Lets say that we have a start date and end date for 14% VAT and then create new VAT for 15% with new Start date and end date some date in future untill new VAT rate is created.

I think that people with line item vat per stock item would have a nightmare. Depending on the number of suppliers and clients could also be time consuming.

I will make a copy as a training database and then play around with it to find the best solution for each client.

Joe

Report rep707.php does not render any return. Something must be wrong with it. Do not know if this report 707 is for 2.4 or 2.3?

The Balancesheet report works, but when you select Profit and Loss Statement with Period Y-1 instead of accumulated, the report does not render

Thanks Joe. Not able to download

In South Africa, most small businesses and individuals finacial and Income Tax year end is at the end of February. When you do period 01/03/yyyy to 28/02/yyyy the folliwng year, the then there is no issue. If you do the report for 01/03/yyyy to 29/02/yyyy the following year, it also shows correct.

The problem arises when you select on the report to show Period y-1 and the current finaicl year ends on 28/02 it does not include the correct figures for the previous year on the report since it will only add previous years figure up to 28/02 instead of 29/02. If the 29/02 is the current year and the period y-1 ended on 28/02 the previous year, everything is fine.

I do not know how one will be able to deal with this. Maybe period y-1 should always read 29/02 for february.

If you do quick entry you have to create supplier invoice first. Then from quick entry you have to make payment to supplier. Then you have to go to supplier tab and allocate the payment.

What we talk about is similar to the template invoice or recurring transaction is needed for suppliers. Similar to customers, their is suppliers from whom you order the same stuff every month with a bit of variation on the volume or price changes.

Would help a lot if we could have template supplier invoice.