How to republish transactions to your accounting software

Overview

When a provider's banking hasn't been set up correctly, you may experience errors when attempting to publish your transactions to your accounting software. The error will usually read "Transaction does not have a bank account setup!". This occurs when the banking has not been set up correctly in the practitioner's Provider file before they started working. A good rule of thumb is to complete the banking as soon as the practitioner's Provider file has been created.

However, there is a way to fix this issue once you have realised that the banking has not been completed. Here's how to do it.

Please Note: You should set up the banking for your provider before attempting this procedure.

Steps

1. Click on Location and then click Bank Transactions.
   
   
   
   
2. Find the transaction with the error, click on Settings and then click Delete transaction.
   
   In this example, the transaction with the error is dated 28/03/2017.
   
   
   
3. Click on Settings of any transaction and then click Recalculate daily earnings.
   
   This should bring back the transaction dated 28/03/2017 in a "Draft" state. If this doesn't happen, click on Recalculate monthly earnings instead. This may take much longer, depending on the number of transactions in a month.
   
   
   
4. Click on Settings of that transaction then click Publish transaction.
   
   You can see that the transaction dated 28/03/2017 is in the list once again.
   
   
   
5. The Status should now be "Published".
   
   Repeat this process for all transactions which have errors. If issues persist, I suggest that you submit a support request.

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