I was told in training that I needed to save an entry to keep it. I was practicing entering insurance payments and did not save because the numbers did not add up correctly, so I closed instead of saved, since I wanted to study more before trying again.
I went back to enter, then saw there were two entries, so the program saved my previous entry and then I had two of the same. I then tried to figure out how to delete or void the entry and ended up deleting the invoice entirely. I tried to hold "control Z", but lost the invoice.
I'm afraid of adding a new invoice and creating additional errors-HELP!
My second question regards to working remotely from home on weekends. Our previous system added all my payment entries to the next business day, but it doesn't seem like Crystal does this. How can I change my date of entry to the next business day? Since we are open on Saturdays, if I work remotely after business hours, then we have two day sheets for that day.(?)
Can anybody help me with this so I can get some work done this weekend? We had just transitioned to Crystal when Covid hit and now I'm falling behind on my work, but don't want to keep digging myself into a hole making mistakes! This old dog is having trouble learning this new trick called Crystal PM.
Many thanks in advance to those who can help me get some work accomplished this weekend!
Firstly, where are you entering insurance payments? If you use the Mass Insurance Check (Reports>Financials>Insurance Receivable>Generate Report> Select Insurance Co from dropdown list on top left>Mass Insurance Check), you can change the date for posting and save the payments and adjustments all on one screen. Second, if you look at an invoice, and need to fix a payment or adjustment, EDIT the invoice, then select the item (line) you want to fix from the top right hand window, make your changes, or VOID the LINE item, then update payment, then update invoice. Sorry I didn't get this to you last week, I was off a couple of days. Hope this helps.
Don't let what you can't do keep you from doing what you can do!