Perhaps I am looking at it wrong. My payment tracker does not show me if it is posted. I am looking at check detail at the bottom of the screen. I entered my bank account and the check amount in the search.
In the supplier tracker the check number is zero so I am thinking I have not posted. The system locked up on me yesterday. But I do not know how to find the open batch if that is the case. I usually write my batch number down but I must not have this time.
I am also confused as to it shows as an open payable but if I try to do a payment now it will not pull this invoice in the invoice payment scree.
Can you confirm youāre using Kinetic screens? Your profile says Epicor Hosted ST, so Iām assuming, yes.
One your Payment Tracker, you can use the overflow menu and āPersonalize Columnsā.
In there, you can search for āpostedā:
Turn that column on. Iām pretty sure it is not on by default. You can do the same with āGroupā.
Butā¦ since youāre saying you still see it on Aged AP and you donāt see a check number, it probably isnāt posted. But I was hoping you would see what Group you were using.
Again, we donāt use Batches, but there is also a āBank Batch IDā column you can turn on. Mine are all blank, so I canāt verify what this is reporting.
If you go into payment entry, since weāre assuming this payment never got posted, your Group should still be in there. Can you search for your group and recognize any of the group names?
You are awesome that is what I needed! Thank you.
How do I know which version of Epicor I have? What is a kinetic screen in your last email?
Haha, Iām not a stalker, I swear.
If you click on anyoneās Avatar (in your case just a āKā), it opens up info on their profile. At some point you put āEpicor Hosted STā in your profile.
LOL. I probably had to select one and had no idea what I was even choosing between. Tech savy I am not.
I am having an awful time balancing my agings to the GL. I googled and seen mention of Reconciliation trackers in Epicor. I am not finding them. Have you heard of this?
Do you have any suggestions?
Thereās Inventory/WIP Reconciliation, but thatās a report.
Thereās also an AR Reconciliation Tracker, which Iāve never personally used.
Are you still looking at payables?
Yes, AR is off also though.
I am trying to work in the vendor prepayment. I am trying to trace back a prepayment that was applied to an invoice. When you apply a prepay to an invoice does it clear the prepayment G/l or create a credit to balance?
In the invoice entry screen our invoices are defaulting to AP Clearing. I am trying to change the GL in GL Analysis in the line. The GL Control Tab says AP Clearing. I choose the account and say ok. It does not change. Please help. What am I doing wrong?
Good Morning. I need to void a deposit and reenter it. Is there a way to void? I tried to use reverse cash receipt but it is greyed out.
Thank you.
If the deposit was already posted, you probably have to issue a credit memo to zero/balance it out. Then you can create a new deposit.
Thank you. I finally figured it out. You have to hit the binoculars to activate the screen to be able to enter.
Thank you for your response.
Have a great day!
