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Two Bank Accounts

(@knutts1955gmail-com)
Posts: 2
New Member Registered
Topic starter
 

Can I have two bank accounts on Clubtreasurer? I have entered two account but can only input transactions into one of them.

 
Posted : 04/03/2024 7:43 pm
CT Support
(@slimjim)
Posts: 125
Support Team Admin
 

**Moving this post to Financial & Account Forum**

There is no limit on the number of bank/cash Accounts you can define for your organisation.

If you are unable to enter transactions please check the follow Account settings:

  • The Opening Balance Date must be on or before the earliest transaction / journal date
  • The Allow Receipts and Allow Payment boxes must be checked
  • The Account Status is Active

If you need more help please open a Support Ticket in the application.

Cheers

 
Posted : 04/03/2024 11:11 pm
(@knutts1955gmail-com)
Posts: 2
New Member Registered
Topic starter
 

Hi, I have checked all the above and I am still unable to enter and transactions in my Investment account. When I try to add a transaction it enters it in my current account.

 
Posted : 12/03/2024 7:31 pm
CT Support
(@slimjim)
Posts: 125
Support Team Admin
 

Hi @knutts1955gmail-com - I've had a quick look at your setup and all looks OK. Please can you open a Support Ticket in the application to allow us to do more investigation - which may require you to share confidential information.

Cheers

 
Posted : 12/03/2024 9:45 pm
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