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Peter marked one of Tim's replies in Clear Books as useful. Tim replied to the problem "Creating a draft invoice with no account set on items removes all but one item.".

Peter replied on December 03, 2009 10:42 to the problem "Creating a draft invoice with no account set on items removes all but one item." in Clear Books:

Hi Tim,

Must have missed the original report. Marked as solved.

Cheers

Peter reported a problem in Clear Books on December 03, 2009 10:32:

Pressing enter after editing the unit price of an item removes first item

Hi,

If I am creating an invoice and press 'enter' whilst my cursor is in the unit price field of an item, the first item from the invoice is removed.

I would expect the invoice totals to be updated in the same say they do when I press the tab key.

Cheers
Peter

Peter reported a problem in Clear Books on December 03, 2009 10:18:

Creating a draft invoice with no account set on items removes all but one item.

Hi,

I created a draft invoice with several items but forget to set an account on them. I get several error messages saying I need to set an account on the items (fine). But all the items I entered (except the first) are removed from the form (not so fine).

Cheers
Peter

Peter asked a question in Clear Books on November 16, 2009 14:16:

How do I update my ClearBooks subscription payment details?

The card I use to pay for ClearBooks is about to expire, how do I update my payment details?

Cheers
Peter

Peter replied on October 06, 2009 19:28 to the idea "Voiding invoice message slightly confusing." in Clear Books:

Hi Tim,

Yes, the transaction was created using the bank import tool.

That is the message I get now when I try to do what I did before, I am assuming it hasn't changed as I still think it's confusing.

Do you use 'transaction' and 'payment' to mean different things?

From your reply it seems that:

'transactions' are things created when I import a bank statement - whether they are accounted for or not.
'payments' are ClearBooks things which link a 'transaction' to an invoice.

Is that right?

Peter replied on October 06, 2009 19:12 to the question "Is several items in an imported invoice possible?" in Clear Books:

Hi Tim,
I have sent you the CSV.
Cheers

Peter asked a question in Clear Books on October 06, 2009 19:10:

Can I have a bank account with 0 debit card holders?

Hi,

I have a bank account set up which has no debit card holders. We have 2 credit cards in the company, for which I have created a separate account in ClearBooks and set up 2 card holders.

I am not able to update the bank account with no debit card holders, is it possible?
Cheers

Peter replied on October 06, 2009 19:02 to the problem "Final recurring invoice email gives incorrect invoice ID" in Clear Books:

Hi Tim,

The notification is useful, it was just the invoice ID that confused me. I have forwarded the email to you.

I have just noticed that the invoice number in the email has the same number as the recurring invoice that expired (PRC000005 expired while PAY000005 was mentioned in the email)

As an aside, it would also be useful to have more information in the email about the recurring invoice that has ended (i.e. Supplier name and invoice amount).

Cheers

Peter marked one of Tim's replies in Clear Books as useful. Tim replied to the question "When should I set payment method to an employees name?".

Peter replied on October 06, 2009 18:15 to the question "When should I set payment method to an employees name?" in Clear Books:

Thanks Tim.

Peter marked one of Paul's replies in Clear Books as useful. Paul replied to the problem "Transfers between accounts appear twice".

Peter replied on October 06, 2009 16:11 to the problem "Transfers between accounts appear twice" in Clear Books:

Cheers Gents,

I have deleted the duplicate transactions.

I appreciate that having multiple transfers for the same amount in a single day is valid. I think I expected the system to recognise the current account receipt from savings and the savings account payment to current as the same payment.

Now I know what happens I can avoid it in future.

Peter replied on October 06, 2009 13:43 to the problem "Payment method for lookup rule defaults to blank on creation" in Clear Books:

Ah, I see your point.

It doesn't sound like it would affect us particularly for a couple of reasons.
1) I've found that most of our transaction references contain the name of the contact and we always pay or receive payment from a given contact using the same method.
2) We only use credit cards, which have their own statements. Everything else is a transfer or cheque and cheques are incredibly infrequent.

Hope you get an answer.

Peter reported a problem in Clear Books on October 06, 2009 12:18:

Transfers between accounts appear twice

Hi,

I have a savings and a current account set up in ClearBooks. I have been importing and allocating statements from both accounts - including transfers from the savings account to the current account.

I now have duplicate entries for each transfer between the two accounts, i.e. my current account claims to have received all the amounts twice and my savings account claims to have sent them all twice.

Is this a result of the transfer being in both statements?

How should I resolve the issue now, and can it be prevented from happening again?

Cheers
Peter

Peter replied on October 06, 2009 08:59 to the problem "Payment method for lookup rule defaults to blank on creation" in Clear Books:

Hi Mediaroots,

I'm not sure how two lookup rules would behave, having multiples sounds like it would get complicated - although it would be easy to unwittingly get into that situation with the system generated rules.

I think we'll try to keep distinct non-overlapping lookup rules for clarity. In fact, Tim, it might be useful to have some notification if there are multiple lookups that match a transaction (if there isn't already).

My issue is actually with creating the lookup rules in the first place. If I create one and select a payment method I am taken to the list of all lookup rules. However, the payment method for the new rule is blank and I have to edit it to set it again.

Peter reported a problem in Clear Books on October 06, 2009 08:43:

Final recurring invoice email gives incorrect invoice ID

Hi,

I have just received a notification email for a final recurring invoice:
"The invoice: PAY000005 is the last in its sequence of recurring invoices. "

The invoice ID in the email is for a salary payment. Salaries have no recurring invoices set up.

There is a recurring purchase invoice which was created yesterday which had it's last invoice 2 months ago, so I am possibly expecting the notification email (first time trying recurring invoices) but the invoice ID is incorrect.

Cheers
Peter

Peter reported a problem in Clear Books on October 05, 2009 13:29:

Payment method for lookup rule defaults to blank on creation

Hi,

When creating a lookup rule I can select a payment method on the form. However, when I create the rule the payment method I chose is lost. This can be corrected by editing the rule after creation.

Cheers
Peter

Peter asked a question in Clear Books on October 05, 2009 11:44:

When should I set payment method to an employees name?

Hi,

When I am creating a lookup rule I can select a payment method. In the options to choose are employees names.

When is it correct to set payment method as an employees name? If the transaction is paid using an employees credit card should I set the payment method to 'Credit Card' or the employee?

Cheers

Peter shared an idea in Clear Books on October 05, 2009 09:47:

Voiding invoice message slightly confusing.

Hi,

I have just voided an invoice and it has done exactly what I wanted but the process was a bit confusing and made me think it was going to do something other than it did.

I had allocated a payment to one of our customers which auto generated a sales invoice and assigned the payment to that invoice. After the event I realised I wanted to assign that payment to the opening balance for that customer.

When I clicked to void the auto generated invoice the message said something along the lines of I had to either void the payment or void the invoice and the payment.

Voiding both did what I wanted it to do but the message on initially clicking the 'void' button made me think that the transaction in the money section would be removed from the imported statements and I would have to re-create that transaction.

Cheers
Peter