Difference between revisions of "How do I adjust the date 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?]] | + | * [[:Category:Getting Started|Getting Started]] |
| − | *[[Why is my System Posting Items on the Wrong Date?]] | + | * [[:Category:Trouble Shooter|Trouble Shooter]] |
| − | *[[How do I Adjust the Centre on a Transaction?]] | + | * [[:Category:FAQ|Frequently Asked Questions]] |
| + | * [[Getting Started - Accounts]] | ||
| + | * [[How do I Find a Customer?]] | ||
| + | * [[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?]] | ||
| + | * [[How do I Adjust the Date on a Transaction?]] | ||
| + | * [[How do I Adjust the Centre on a Transaction?]] | ||
| − | + | {{KB_Tags|Invoice,, mispost, correct, correction, Adjust, adjustments, date, wrong}} | |
| + | {{KB_SL}} {{KB_PL}} {{FAQ}} {{TShoot}} {{ZN_Accounts}} {{ZN_Admin}} | ||
Revision as of 11:42, 21 August 2013
Summary
If you post a Sales Ledger or Purchase Ledger document with the wrong date, in most instances you can amend the date without having to reverse the transaction and re-post it. This does NOT apply to invoices or credit notes that you have printed - these must be reversed and re-printed.
More Information
Go into "Sales/Purchase Ledger" -> "Maintenance Options" -> "Adjustments".
- Enter or search for for account for the transaction.
- Find the required transaction.
- Press <E> for Edit.
- Edit the date as required.
- You can also edit these fields:
- Centre
- Analysis
- Comment
- Cleardown Hold
- Site
 | PLEASE NOTE: This option is only allowed of the transactions have not gone through a month end. |
See Also
- Getting Started
- Trouble Shooter
- Frequently Asked Questions
- Getting Started - Accounts
- How do I Find a Customer?
- 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?
- How do I Adjust the Date on a Transaction?
- How do I Adjust the Centre on a Transaction?
