CIC Solutions Forums
Certified Independent Consultant Solutions Forums for
LexisNexis® Practice Management Products
Time Matters - PCLaw - Billing Matters - Browser Edition - HotDocs

Posting A/R v 8.0

rated by 0 users
This post has 1 Reply | 0 Followers

Top 500 Contributor
Posts 1
Dera Pease Posted: Thu, Jan 4 2007 5:39 PM

Yesterday, we imported data from TM 7.0 to 8.0.  I am attempting to run the first A/R distribution report.  It balances, but no post GL box comes up- how do I post to GL?

Any ideas?

Dera Pease

Top 10 Contributor
Posts 1,280
.CIC
BM CIC
BMP CIC
PCL CIC
TM CIC
There are a few subtle changes in Version 8. Here is what you should check:

1. Program Level settings - Billing - Accounting tab - post A/R level (is it detail or summary)
2. When running the distribution report, you can run it for posted and un-posted entries. If you run it for posted entires, you obviously cannot post.
3. Make sure that you are running the appropriate report based on your program level posting (detail or summary). If you are running a different report it will not post.

Matt


Matt Stone, LLB
Premier CIC - Forum Administrator
7SecondSystem.com
The 7 Second Blog

LexisNexis Platinum Achievement Circle 2009 Top Sales Producer – Time Matters

Page 1 of 1 (2 items) | RSS