Re: How does one delete an incorrect Apply To Funds transaction

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Caren Schwartz Posted: Wed, Jul 15 2009 3:04 AM

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Check the settings in your program level setup for accounting. Are you using controlled or custom? You might be setup to prevent deleting transactions. Did you try first deleting the deposit? That may need to be done before you can delete or void the transaction.

Caren Schwartz (Moderator/CIC)

35-45 Consulting

& Time & Cents Consultants, LLC

Southport, CT

www.3545consulting.com / www.timeandcents.com

203-254-7736

Software for Managing Time, Money & Information

Time Matters, Billing Matters, Billing Matters Plus, PC Law CIC

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Frank Cleary replied on Thu, Jul 16 2009 7:46 PM

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In the Program Level Setup, under the Billing Tab, and then the Setup tab, the Assurance Level is marked as "Open." Under the Accounting tab I don't see anyplace to set anything as controlled or custom.

Francis J. Cleary,Attorney, Sioux City, Iowa.

TM8-Pro with Billing Matters installed on a server running XP Pro and a laptop running Vista.

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Caren Schwartz replied on Sat, Jul 18 2009 11:21 PM

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I was working from memory but the program level under billing was what I was referring to.
Do you have security turned on and any security settings setup under file - setup - users and security?
Those are the things I can think of without actually seeing what is happening.

Caren Schwartz (Moderator/CIC)

35-45 Consulting

& Time & Cents Consultants, LLC

Southport, CT

www.3545consulting.com / www.timeandcents.com

203-254-7736

Software for Managing Time, Money & Information

Time Matters, Billing Matters, Billing Matters Plus, PC Law CIC

Re: How does one delete an incorrect Apply To Funds transaction

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