OK, a really silly mistake, and the passage of time, is causing me some headaches.
I billed a client one amount, and used the Automatically apply to AR function. I then (in TM) recorded the deposit from the Trust to the operating account. The only problem is that I wrote the check from the Trust to the Operating account for about 7 dollars less than the amount I should have. I have deleted the deposit to the operating account, and deleted the check from the trust account, but I cannot delete the Apply to AR transaction. Is there a way to delete this transaction so that I can go back and record everything properly? I would like to record 2 transaction that add up to the proper amount.
Francis J. Cleary,Attorney, Sioux City, Iowa.
TM8-Pro with Billing Matters installed on a server running XP Pro and a laptop running Vista.
Caren Schwartz (Moderator/CIC)
& Time &
Cents Consultants, LLC
www.3545consulting.com / www.timeandcents.com
Software for Managing Time, Money
Time Matters, Billing Matters,
Billing Matters Plus, PC Law CIC