Hi Bangi

I've tested your query and here is my findings:

1. Created a new Customer Linked Account called WIMPY JHB. This is a Linked Account for the main customer account WIMPY

2. Open the Voucher Management Transactions | Voucher

3. I'm unable to select any Linked Accounts on the dropdown below. Only the main account WIMPY

So I don't understand how you have been able to select the Linked Account as in your above post 

Can you please explain further?

Kind Regards

Bennie

Hi Bennie,

I don't know how your version of VM is behaving. Mine is on V10.1.3.11 and it appears.

I have gone through the processes again and here are the screenshots.

Created an account

created a linked account

Here is shows the linked account

Tried to transact with VM and the linked account appears in the drop down.

Hi Bangi

Thanks for clarifying the above.

I've further investigated your query and here is my findings:

1. I'm able to recreate your query in Evolution version 10.1.3 - this may have been due to a software bug.

2. Therefore, to test further:

It seems that Linked Accounts cannot EVEN be selected in a Voucher Management Voucher screen. I therefore have to log this as a potential software bug with Evolution Support

I'll provide further feedback on this matter after I obtained feedback from Evolution Development on this matter.

Blessings!

Bennie 

Hi Bangi

Please note the following: 

1) I received the following feedback today from Sage Evolution Development.

We can now confirm that the Linked Account customers are unavailable for selection in Evolution version 11.1 (the currently latest version)

This has been formally logged as a defect with reference number:  IS-15645

2) Please also note that we are unable to fix software bugs in older versions which mans that you may need to upgrade to a higher version.

3) However, since we detected the new software bug in the current latest version (11.1.1.0) it should first have to be fixed before we can request you to upgrade.

4) Having said that, please do the following:

Provide a detailed business impact on how 

a) the absence of using Linked Accounts will affect your daily business operations and why it's so important to be available

b) Also, how your original query is impacting your business operation.

Your response on the business impacts don't have to be more than 3-5 sentences, maximum.

Simply post it in this chat and I will then forward it to Evolution Development to fix software bug  IS-15645

Then, once fixed you should be able to upgrade to the new version/build (some time after Ver 11.1.1.0)

Kind Regards

Bennie 

Hi Bennie,

1. We are a business Partner, and the issue is happening to one of our clients.

2. The client is an examining body that has affiliated institutions. The students they examine are attached to institutions but they wish to invoice and receive payments directly from the students.

The inability to issue receipts directly from the students would make them unable to link the students to their respective institutions and fail in their primary reason for acquiring the linked accounts module.

The inability to issue automated receipts will present quite a loophole in their operations.

Thanks, Bangi!

I'm forwarding your response to Evolution Development so we can have this matter resolved for you.

Please follow up with us by the end of October 2023 for an update and then please refer to the software bug logged as  IS-15645

Kind Regards

Bennie