Matching Transactions from previous year

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My name is Jenny and I started working with Tim recently, the company works with sage 50, I don't have much experience with sage but from what I was reviewing the person who took charge previously either. now I try to use the matching transactions to reconcile my bank, but when I select sage transaction and want to open it for review a message appears saying "There is no data to report" and "you cannot use lookup for the selected sage 50 transaction" What those this mean? How can i look for the transaction and How can I delete That transaction from sage if I can't find it. Thank you for the help.

Parents
  • 0
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    Tim/Jenny:

    It appears as if the transaction happened in a previous past year prior to the current fiscal year and the previous fiscal year and history was cleared or it was a transaction put in as a credit card payment in the payments module or it was a Sage generated entry correcting a credit overpayment. You can look up journal entry transactions by going to Reports, Journal Entries, All, choose your year, date or journal entry number and show corrections.

    Hope this helps!

Reply
  • 0
    SUGGESTED

    Tim/Jenny:

    It appears as if the transaction happened in a previous past year prior to the current fiscal year and the previous fiscal year and history was cleared or it was a transaction put in as a credit card payment in the payments module or it was a Sage generated entry correcting a credit overpayment. You can look up journal entry transactions by going to Reports, Journal Entries, All, choose your year, date or journal entry number and show corrections.

    Hope this helps!

Children