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Receipts doubling up on debtor ledger receipts reports

This support note applies to:

  • AO Practice Manager (NZ)
  • AO Practice Manager (AU)
  • AE Practice Manager (NZ)
  • AE Practice Manager (AU)
Article ID: 34179

You may when running a receipts report from the Reports > Debtors > Debtor Ledger Receipts area, the receipt amounts for some clients are doubling up when compared to the amounts in the debtors ledger.

The issue is caused by having more than one open partner on the Responsibility tab of the client.  To resolve the issue:

Check the client partner responsibility
  1. Open the Client page > Responsibility tab. 
  2. Check the Partner Responsibility area to see if there are multiple partners entered with no end date listed. 
  3. Add an end date for all but the current partner.

To check if other clients have a similar issue, select Reports > Client > Client Partner Check and highlight and run the Client Partner Check report to identify if there are other clients with duplicate partners.

Update any client that appears on the report using the instructions above and then re-run the report. Once all clients are updated the 2nd report should display: No matching data. Report contains no data. This indicates everything is up to date.

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