Changes to the ledger account are not retained when entered in Write On or Write Off amount in Debtor Adjustment form

Owned by Beth Blok (Unlicensed)
Last updated: May 12, 2017
2 min read

Problem

Changing the ledger account and then entering in an amount in the Write On or Write Off field changes the ledger code back to the default from the client record.

Solution

Turn on Use Custom Columns and move the Ledger Number and Search arrow field to the right of the Amounts fields so the dollar value is entered first (write on or write off) and then the ledger account changed as required.

Open the Debtor > Transactions > Adjustments form

  1. Right mouse click any column heading and select Use Custom Columns

  2. Right mouse click any column heading and select Manage Grid

  3. Move the Ledger Number and Search Arrow columns below the Write On and Write Off Amount fields to the position that works for you

  4. Re-number the Next Column on Enter fields for easy moving between fields and OK