My Tax Detail Report is missing Transactions

Legacy KB ID: 3226

Why is my My Tax Detail Report is missing Transactions

This is due to Memorised transaction being corrupted. Follow the Instructions below to get the transaction to re-appear.

Go to BANKING drop down menu
Select Memorised Transaction List and in here you will see the memorised transaction that isn’t appearing
Right Click on it and select DELETE and OK
Go to your bank register and delete the transaction that isn’t appearing
Re-enter it exactly the same and also tick the CLR column if the transaction has been reconciled
Now go to REPORTS drop down menu
Select BUSINESS and then TAX DETAIL and that transaction should appear now.

Follow the above steps for other transactions that don’t appear.

This option will remove memorised transactions which are not used within a specific number of months

Go to EDIT > PREFERENCES > PROGRAM
Go to the GENERAL tab
Tick REMOVE MEMORISED TRANSACTIONS NOT USED IN XXX MONTHS (Recommended 3 months)

This option will stop the memorised transaction feature which basically means you will have to enter all information into the register.

Go to EDIT > OPTIONS > REGISTER
Go to the QUICKFILL tab
Under Data Entry Title tick the COMPLETE FIELDS USING PREVIOUS ENTRIES RECALL MEMORISED TRANSACTIONS (REQUIRES AUTO-COMPLETION)
Under Automatic Listing Update Title UNTICK AUTO MEMORISE NEW TRANSACTIONS

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