I am a new user. There is no field appearing on payments and receipts to allow me to assign them to P&L categories. Under the account field it is only showing aimed Earnings and Suspense. There must be some setting I haven’t done correctly. thanks for your help
K
Show the edit screen for one of the accounts and the edit scrren of the receipt or payment transaction
Also show your summary screen
It doesn’t look like you have created any Bank or Cash accounts
This Chart of Accounts does not look like the items listed on the Summary Screen!
The Summary screen is from my Test business
The Chart of Accounts is from Piperkerry
Thanks Joe, not sure which setting I haven’t done properly
Please show the edit screen of one of your accounts
And the edit screen of a payment and receipt transaction
I meant the edit screen of one of your P & L accounts
Also, when doung a screen shot please include the full screen not just a partial view
Your screenshot shows that you registered 6 Bank and Cash Accounts anf that you have 0 receipts, 0 payments and 1 journal entry see:
Is consistent with this and is why @Joe91 asks for a complete edit screen of either a Receipt or Payment. As 0 is recorded these 2 tabs most likely are eompy an you thus must open the tab and create a new receipt or a new payment. Once submitted the counter should move from 0 to 1. Show the complete Edit screen of that payment or receipt.
Hi Joe
I’ve solved my problem - I hadn’t created accounts within the P&L ledger. Sorry to bother you. I can get things set up now
