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Bank Account Adjustments Missing

Q. When in MaxxTraxx, the default bank adjustments, Bank Charge, Credit Card Charges, Returned Check and Interest Earned, are all missing. The main problem tends to show up first time they have an NSF check. You can't manually that one, so that request the customer's name when you choose it. And chances are, they've already put in other adjustments, so the required IDs are already used.

Answer:

To fix it requires a little surgery.  First determine if they have added any "necessary (to them)" adjustments to the table.  If so, note them and the accounts and amounts, because you'll need to re-add them to the table once you're done with the defaults.
 
You'll do this thru SQL Express. Start by opening the Account Adjustments, and delete all records.
 
Run this script to clear the IDs:  
 
Dbcc checkident (AccountAdjustments, reseed, 0)
 
Now you can re-add the default adjustments back into the table.  They must be done in order, so that the IDs are correct. Set them up exactly as follows:
 
ID    GlaID    AdjustmentType    Description                Amount    IsSystem    IsActive   All Other Fields
1    118        1                             BankCharge                0.00            True            True        0
2    115        1                             Credit Card Charge      0.00            True            True        0
3     0           1                            Returned Check           0.00            True            True        0
4    89          2                            Interest Earned            0.00            True            True        0
 
Once this is done, you can go back into MaxxTraxx and add the other adjustments that were there previously.
 

Written By: Rex Panton

Depositing Cash to the Bank

Q. When making a bank deposit, where is the place I can put in cash?

Answer:

When you go to make a deposit, in the bottom right is a box for cash. It shows how much you have available to deposit and a box for you to enter the amount of cash you are depositing for that day. The amount that shows available INCLUDES the amount you leave in your drawer each day.

Cash Paid Outs Default Accounts

Q. Where can I add default accounts for my cash paid outs?

Answer:

Click on Setups, Accounting and Payroll, Default Accounts. Highlight the cash paid out on the left, click on add to add additional accounts.

My State Sales Tax Rate Just Changed

Q. My state sales tax rate just changed. How do I correct my program?

Answer:

There is a two step process you will want to follow. First, click on Setups/Accounting and Payroll/Sales Tax Rates. Highlight the Tax Rate you need to change, and click on Edit. Make your changes and click on Ok to save them. That will take care of all future invoices you start.

Next you need to take care of any open/unpaid ROs and Invoices. To do so, open each one, click on the Miscellaneous tab on the left. In the upper left corner of that window, below Service Writer, is Tax Code. Click on Select, then on Ok. This will recalculate the sales tax for that RO or Invoice. Do each open invoice the same.

MotorTraxx: Part Reserve Counts are Wrong. How to Fix?

Q. In MotorTraxx, I have parts on reserve for a cash customer that should not be. How can I correct it?

Answer:

We have a reserve utility that can make the correction for you. Open a part information page on any part, and hold down the Alt key and press A. Answer YES to the RECALC RESERVES ON ALL PARTS? question. To correct just a single part, be in that part screen and hold down the CTRL key and press A. It should correct immediately.