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Evo-ERP and DBA Classic >> Accounting >> AP-O Enter Recurring Vouchers & Template
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Message started by Lenette on 10/13/05 at 11:19:40

Title: AP-O Enter Recurring Vouchers & Template
Post by Lenette on 10/13/05 at 11:19:40

We have never used this feature of DBA but I'm thinking it could be a very useful program. If someone out there uses it, would you / could you tell me how you utilize it in your company (ex. your power bill, phone, etc.).

Title: Re: AP-O Enter Recurring Vouchers & Template
Post by Karen Mason on 10/13/05 at 12:56:11

I use it only for items that do not flucuate in either, amount or distribution, for instance-life insurance on corporate executives, rent, retainers, etc.

Title: Re: AP-O Enter Recurring Vouchers & Template
Post by David Waldmann on 10/14/05 at 03:34:05

Almost ditto.

I do use it for amortized loans as well, using the average principle and interest figures for the entire year, and then change the amounts at the beginning of every year.

Title: Re: AP-O Enter Recurring Vouchers & Template
Post by lmk223a on 10/14/05 at 03:58:58

Question about recurring vouchers - How does one delete a recurring voucher when it is no longer needed? DBA has an add feature, but I'm not sure where one deletes it.

Has anyone done this????

Title: Re: AP-O Enter Recurring Vouchers & Template
Post by David Waldmann on 10/14/05 at 04:04:56

If you may use it again, you can just change the "Maximum Times" to 0.

Or, while editing it, press F4 to completely delete it.

Title: Re: AP-O Enter Recurring Vouchers &amp; Template
Post by lmk223a on 10/14/05 at 07:24:45

Confused - I added a new recurring voucher, generated recurring vouchers, and an old recurring voucher that had "0" as maximum times on it last issue, still generated. Perhaps because it was set up with a frequency of 12 or because it was established without a selection code??

Is there a way to delete this old voucher from memory so it doesn't keep re-generating???

David: at what point do you delete F4 an old voucher?

Linda

Title: Re: AP-O Enter Recurring Vouchers &amp; T
Post by David Waldmann on 10/14/05 at 07:36:30

lmk223a wrote:

at what point do you delete F4 an old voucher?

Just about any time, I think. I know that you can as soon as you select it from the lookup, and at least the first few fields thereafter. Try it, it won't hurt anything because it asks and the default answer is No.

Title: Re: AP-O Enter Recurring Vouchers & Template
Post by Lenette on 01/24/06 at 18:12:33

Ok...Is there a place where you can view recurring vouchers?

And how do you edit existing ones? Can't seem to bring them up in a view.

Title: Re: AP-O Enter Recurring Vouchers & Template
Post by David Waldmann on 01/25/06 at 05:10:47

Unfortunately, I don't know of any way to print a list. I'd think you would have the option of printing before you generate. I suppose that the data must be there for Data Export or a Crystal Report.

As for editing an existing one, first enter the Vendor Name, then do a lookup in the Invoice Number field. It will show you a list of what's already been entered. If there's nothing there, there are none.

Title: Re: AP-O Enter Recurring Vouchers & Template
Post by Lynn Pantic on 01/25/06 at 16:10:31

There is also a Report button on the screen which will print a list. At least there is in the IS Tech Version

Title: Re: AP-O Enter Recurring Vouchers & Template
Post by David Waldmann on 01/26/06 at 05:14:29

My BKAPO.RUN is dated 5/18/02 (I don't have a T6...) ???

Oh, I don't have a "Report" button.

Title: Re: AP-O Enter Recurring Vouchers & Template
Post by Lenette on 01/26/06 at 05:45:32

I found the "report" button appeared after you selected a vendor. I ran it for the 1st time last night, it was a great find.

Title: Re: AP-O Enter Recurring Vouchers & Template
Post by David Waldmann on 01/26/06 at 07:05:59

Still don't find it. What version/date is your file?

Title: Re: AP-O Enter Recurring Vouchers & Template
Post by Lenette on 01/26/06 at 08:44:55

If the correct file is BKAPO.RUN then it's dated 05/18/02.

But you have to select a VENDOR before the "print" button appears on the right bottom.

Title: Re: AP-O Enter Recurring Vouchers & Template
Post by Lynn Pantic on 01/26/06 at 09:46:47

File is actually ISAPO.RUN, dated 11/11/05 is the latest.

Title: Re: AP-O Enter Recurring Vouchers & Template
Post by David Waldmann on 01/26/06 at 12:14:39

Got it now.

Guess I missed the latest menu update.....

Title: Re: AP-O Enter Recurring Vouchers & Template
Post by Karen Mason on 01/26/06 at 14:28:33

Speaking of recurring vouchers, I am having a problem when running the recurring vouchers. Some are set up weekly, others monthly. Even if the monthly one has run for the month, it will keep generating each week.

Title: Re: AP-O Enter Recurring Vouchers & Template
Post by Lenette on 01/26/06 at 20:29:28

Lynn, thanks for correcting me... these past few weeks have been crazy and I'm not even sure what day it is.
Cya in Phoenix!