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I had the same problem and it was a mess trying to reconcile the individual credit card transactions to the daily totals on the merchant statements. We are now treating the CC payments the same way we do cash/check payments. We post all customer payments to the Undeposited Funds account instead of the checking account. (On…
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Sounds like a great idea! I'll try that. Kathy
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Thanks for the suggestion. I don't think that will help our situation though because when we go to the customer screen we want to see the recent transactions (maybe 1 year), just not all of them. Kathy
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Excellent suggestion! I have the same problem and end up spending a lot of time on the phone with vendors trying to explain where and when credits were applied. Is there an enhancement request in place for this? It would definitely get my vote.
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Thank you Martin!:D
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I just checked and we don't have a name under the "Attention" field and the "Addressee" field is the name of the company. The contact person's name has not been entered anywhere in the address section, only as a "Contact." Thanks for your response!
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The report I am currently trying to get is a full year (2006) of our Cost of Goods Sold account so I can export it to Excel. I went to the chart of accounts, clicked on COGS and entered the date range. I don't know if there's another way to get this information. Thanks!