Project P&L Statements Inaccurate

I have two properties on rent. To manage the rent income and fees, I have setup a merchant account. My property manager transfers the nett rent by BACS to my business account. In the merchant account, I enter the gross rent, the fee and the nett rent which I tag to the entry in my business account. For one property this works fine but for the other property (this year), QF is combining both the gross and nett rents showing a large turnover in that properties P&L account. I have set the properties as ‘projects’… I just cannot resolve this. Can any QF person look into my account please.

Regards

Gary

Hi Gary,

Have you checked the nominals that are being used for both properties to see whether this could be why it’s working for one and not the other?

The simplest approach would be to set up merchant accounts for each property.

Create a transaction in each for the rent, one for the management fees and then finally transfers and match it to the payment in your bank account.

Doing this would result in the turnover being correct as well as fees

Hi Beth,

I think I have found the cause of the error, I just need the solution.

Checking account 4904 (Rent Income) for an earlier year, only the gross rent income for the two properties display. Every entry/invoice has had a payment #SP 000xxx attributed to it.

For this year, one property has only the gross rent income displayed, every entry/invoice has had a payment #SP 000xxx attributed to it.

However for the second property, the gross rent incomes displayed have an entry/invoice and have had a payment #SP 000xxx attributed to it.
The (incorrect) nett rent invoices do not have a payment #SP 000xxx attributed to them, They display “Start taking payments …”.

What have I done wrong in that these invoices do not have a payment attributed to it and, how do I fix this?

Regards

Gary

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The nett rent transactions have been correctly entered in the merchant account and transfered to the business current account that receives the BACS transfers from the property manager. However, QF did not generate a payment #SP 000xxx and attributed to these incomes.

Hi @GaryWilliams

It sounds like you just need to tag the nett rent transactions as paid, so you would need to find the unallocated payment and tag those

Something very big has gone wrong with QF. On 28 July, I (apparently) removed a huge quantity of payments according to the Outstanding Invoices report. This is news to me. Please can you get technical to check the code associated with my account. This is far too big for me to be able to fix.

Regards

Gary

Hi @GaryWilliams

I will send you a private message to get some more details from you so that we can look into this for you

Why can I not recover deleted invoices even when I checK the ‘deleted’ button and HIT search?

Forget that. I got it working

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