Accounting CRM

  • Resolved segilolasalami

    (@segilolasalami)


    8 years, 3 months ago

    Hello

    First I would like to thank the developer for creating this amazing plugin. I have found it mostly very easy to use.

    I set up a vendor and set the currency as euro. When I added a payment amount, I thought it would change the currency once I click save to that saved under the vendors profile. It didn’t

    Now it shows I have paid the wrong amount in the company’s currency of GBP. Unfortunately, there isn’t a setting to edit the payment. When I view the payment voucher, there’s an option to click for more options. When I do so it says undefined. However, there isn’t an option to define what I need. Furthermore, there isn’t a delete button to allow me to delete the payment voucher and re-input the correct details now that I know what I am doing.

    So please advice ASAP, how do I either edit the payment or delete it.

    Many thanks

    https://www.ads-software.com/plugins/erp/

Viewing 2 replies - 1 through 2 (of 2 total)
  • Plugin Author weDevs

    (@wedevs)

    Hello segilolasalami,

    We have not added the currency conversion feature yet. We have provided the currency option just to communicate with other features for now.
    This option will be removed in the next update and we will bring it back when we implement the currency conversion feature, we will bring it back.

    For now, all the payments has to enter and accounted on the company currency. That means there will be a single currency across the entire site.

    We did not add the editing feature to avoid mismatch in accounting heads and secure the transactions. You can only delete an entry from the database. But that is not recommended.

    Only if you understand how the database works and how to delete entries, then you should try deleting an entry from the database.

    When you create a new Payment Voucher or Vendor Credit for a vendor, 3 entries are created on 3 different table.
    Those are –

    1. erp_ac_transactions
    2. erp_ac_transaction_items
    3. erp_ac_journals

    When you hover over a payment voucher or vendor credit or an expense voucher date, you will see an id in the link. Just like we do to know a post id.

    You have to search for the id on the tables mentioned above and delete or edit to rectify the error you made.

    Thread Starter segilolasalami

    (@segilolasalami)

    hi, how do i rectify the error now?

Viewing 2 replies - 1 through 2 (of 2 total)
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