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  #1  
Old 12-12-2017, 05:55 PM
tomsailscssc tomsailscssc is offline
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Changing a Memorized Transaction

I am the volunteer treasurer for our Homeowners Association, and have a Memorized Transaction GROUP that consists of 38 "customers" to charge Monthly HOA fees to each customer. Occasionally, and only on an annual basis, we will change the amount of the HOA fee being charged. Is their any easy way to do this, without going in and editing each of the 38 individual Accounts Receivable registers, or am I stuck with doing this one by one?

Thanks for any help anyone can offer.
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Old 12-13-2017, 05:53 AM
Rustler Rustler is offline
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If you have a memorized transaction that you use to invoice the group of customers, all you need to change is the transaction - or I am misunderstanding your question
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Old 12-13-2017, 11:07 AM
Froid Froid is offline
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We use the Billing Group function in Enterprise, located in the Batch Invoice menu item. We then save the groups for use at quarter-end. Not sure if this represents a potential solution for the OP.
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Old 12-13-2017, 11:29 AM
Lorin Browning Lorin Browning is offline
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Assuming you use the Item tool when invoicing and assuming there is only a few different HOA amounts to bill, perhaps instead of changing the memorized invoices you could edit each Item amount used for invoicing HOA fees..
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Last edited by Lorin Browning; 12-14-2017 at 05:10 PM.
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  #5  
Old 12-14-2017, 05:38 PM
tomsailscssc tomsailscssc is offline
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Clarification: Changing a memorized transaction

Just to be clear to all, we are not INVOICING, we are using statement charges. Thus, there are no items or invoices to edit. Just a group, with statement charges to each in the group.

Any other ideas?

Thanks in advance.
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  #6  
Old 12-14-2017, 06:47 PM
Froid Froid is offline
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So you issue occasional Statements to individuals?

Using "Statement Charges" to preclude invoicing, do you simply publish Statements for the homeowners to pay?

Sounds like a workable system to me, which I find kinda cool.

You could accomplish the same effect via invoicing each "customer," but stop short of distributing the invoices. When printing Statements, you could specify QB to show transaction detail.

Good luck.
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  #7  
Old 12-15-2017, 11:12 AM
tomsailscssc tomsailscssc is offline
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Actually most owners just pay their monthly dues without my even having to send statements, but I can if someone wants one. We are basically just keeping track of receivables and aging. The system works well, but I just need ideas on an easy way to change the monthly amount on an annual basis. Anyone? Thanks!
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  #8  
Old 12-15-2017, 11:42 AM
Froid Froid is offline
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I will say what most people are thinking here: if you're talking 380 people to update with special charge amounts, we'd all be with you to find a solution. But, you told us only 38, so it's sorta like "man up" and enter these one-by-one thru the statement charge routine. Probably take less than an hour. If you need to put a particular description in there, just highlight the first entry with ctrl-c and ctrl-v it for each successive homeowner entry.
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