Difference between revisions of "How do I adjust the centre on a transaction?"
From Catalyst
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== See Also == | == See Also == | ||
| − | *[[How do I change the method of payment after it has been posted?]] | + | * [[Getting Started - Accounts]] |
| − | *[[Why is my System Posting Items on the Wrong Date | + | * [[How do I Find a Customer?]] |
| − | + | * [[hat's the difference between Search and Filter?]] | |
| + | * [[Search Exclusions]] | ||
| + | * [[How do I Find a Customer?]] | ||
| + | * [[Creating a New Customer/Supplier]] | ||
| + | * [[Setting up an Account status]] | ||
| + | * [[Creating Stock Groups]] | ||
| + | * [[How do I Create an Internal Account?]] | ||
| + | * [[How do I Adjust the Centre on a Transaction?]] | ||
| + | * [[How do I Adjust the Date on a Transaction?]] | ||
| + | * [[How do I Allocate a Payment to an Invoice?]] | ||
| + | * [[How do I Apply Settlement Discount for a Customer?]] | ||
| + | * [[How do I change the method of payment after it has been posted?]] | ||
| + | * [[Why is my System Posting Items on the Wrong Date?]] | ||
{{KB_Tags|Centre, Invoice, Adjust, adjustments, date, wrong}} | {{KB_Tags|Centre, Invoice, Adjust, adjustments, date, wrong}} | ||
{{KB_SL}} {{KB_PL}} {{FAQ}} {{ZN_Accounts}} {{ZN_Admin}} | {{KB_SL}} {{KB_PL}} {{FAQ}} {{ZN_Accounts}} {{ZN_Admin}} | ||
Revision as of 15:55, 29 July 2013
Summary
If a document has been posted with for example an incorrect date, that will need to be corrected. This article explains how to do so.
Details
- Go into "Accounts" -> "Sales/Purchase Ledger" -> "Maintenance Options" -> "Adjustments".
- Enter the relevant account code for the transaction.
- The following screen looks like the Customer/Supplier History Screen. Find the required transaction.
- Press <E> for edit.
- This screen will look like the <Shift+F2> - "Details" screen but you can move down to edit the Centre.
- The above screen will also allows you to edit the following fields:
- Date
- Analysis
- Comment
- Cleardown Hold
- Site
 | PLEASE NOTE: This option is only allowed for transactions that have not been processed by the Daybook, Nominal Update or Audit. |
See Also
- Getting Started - Accounts
- How do I Find a Customer?
- hat's the difference between Search and Filter?
- Search Exclusions
- How do I Find a Customer?
- Creating a New Customer/Supplier
- Setting up an Account status
- Creating Stock Groups
- How do I Create an Internal Account?
- How do I Adjust the Centre on a Transaction?
- How do I Adjust the Date on a Transaction?
- How do I Allocate a Payment to an Invoice?
- How do I Apply Settlement Discount for a Customer?
- How do I change the method of payment after it has been posted?
- Why is my System Posting Items on the Wrong Date?
