Difference between revisions of "How do I adjust the date on a transaction?"
From Catalyst
| Line 3: | Line 3: | ||
== More Information == | == More Information == | ||
| − | Go into | + | Go into {{Menu|{{SL}}\{{PL}}|Maintenance Options|Adjustments}}. |
| − | * Enter or [[How do I Find a Customer?| | + | * Enter or [[How do I Find a Customer?|SEARCH FOR]] for account for the transaction. |
* Find the required transaction. | * Find the required transaction. | ||
* Press {{KeyPress|E}} for Edit. | * Press {{KeyPress|E}} for Edit. | ||
| Line 16: | Line 16: | ||
** Site | ** Site | ||
| − | {{ | + | {{Warning|title=WARNING|text={{Red| This option is only allowed of the transactions have not gone through a month end.}}}} |
== See Also == | == See Also == | ||
| Line 29: | Line 29: | ||
* [[How do I change the method of payment after it has been posted?]] | * [[How do I change the method of payment after it has been posted?]] | ||
* [[Why is my System Posting Items on the Wrong Date?]] | * [[Why is my System Posting Items on the Wrong Date?]] | ||
| − | |||
* [[How do I Adjust the Centre on a Transaction?]] | * [[How do I Adjust the Centre on a Transaction?]] | ||
{{KB_Tags|Invoice,, mispost, correct, correction, Adjust, adjustments, date, wrong}} | {{KB_Tags|Invoice,, mispost, correct, correction, Adjust, adjustments, date, wrong}} | ||
{{KB_SL}} {{KB_PL}} {{FAQ}} {{TShoot}} {{ZN_Accounts}} {{ZN_Admin}} | {{KB_SL}} {{KB_PL}} {{FAQ}} {{TShoot}} {{ZN_Accounts}} {{ZN_Admin}} | ||
Revision as of 11:44, 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 Ledger\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
 | WARNING: 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 Centre on a Transaction?
