Struggling with raising two credit notes against an expense

SuperchargedLlama

Hi there,

I’ve been attempting to add a second credit note to an expense that I’d already reconciled, but it’s erroring out for me.

It’s a bit after the fact, I hadn’t noticed this additional one, so I went back in and undid the reconciliation, but I’m now getting a different error that is stating: “This expense has a credit note or refund associated with it, so some fields are disabled”…which is all well and good, but I’m trying to add an additional credit note, so I’m not too sure why I can’t.

Any guidance is much apprecaited.

Katie

Hi,

Sorry to hear you’re getting an error message. Could you try clearing your cache and cookies and try again to see if the problem persists?

The first refund is still reconciled, so you can’t edit or delete it. This is what’s causing the disabled fields.

You won’t be able to add a second refund to this as the first refund amount is the total of the credit note.

You’ll need to add a second credit note in order to record the second refund. To do this, open your expense and in the payment section, under the credit note you’ve already added, click on ‘+ Add another credit note/refund’.

Hope this helps,

Katie

SuperchargedLlama

Katie thanks for that, I’ll give it a try and see where I get to.

I was trying to do the “add another” credit note, but I wonder if I unreconcile the existing credit note, maybe that’ll allow me to add another.

SuperchargedLlama

Hi Katie,

Apologies for being so slow getting back to you on this, I forgot about it. I’m trying to add a second credit note to the expense I’ve mentioned in my initial post, but I’m unable to.

The error message I’m getting is: One or more payments for this expense have been reconciled, so some fields are disabled.

Do I need to undo the reconciliation?

Katie

Hi there,

So sorry, I didn’t see your response.

I couldn’t replicate the error. Could you email feedback@crunch.co.uk with details of which expense it is along with the amount and date of the credit note you’re trying to add? I’ll take another look at it for you.

Please mark the email as FAO Katie.

Many thanks,
Katie

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