Difference between revisions of "How do I adjust the date on a transaction?"
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Katy Kitchen (talk | contribs) (→More Information) |
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== More Information == | == More Information == | ||
− | If you post a {{SL}} or {{PL}} document with the wrong date, in most instances you can amend the date without having to reverse the transaction and re-post it. | + | If you post a {{SL}} or {{PL}} document with the wrong date, in most instances you can amend the date without having to reverse the transaction and re-post it. |
{{Warning|text=This '''does NOT''' apply to invoices or credit notes that you have printed - these must be reversed and re-printed.}} | {{Warning|text=This '''does NOT''' apply to invoices or credit notes that you have printed - these must be reversed and re-printed.}} | ||
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* Find the required transaction. | * Find the required transaction. | ||
* Press {{KeyPress|E}} for Edit. | * Press {{KeyPress|E}} for Edit. | ||
− | * Edit the date as required. | + | * Edit the date as required. |
* You can also edit these fields: | * You can also edit these fields: | ||
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* [[How do I Adjust the Centre on a Transaction?]] | * [[How do I Adjust the Centre on a Transaction?]] | ||
− | {{KB_Tags| | + | {{KB_Tags|invoice, mispost, correct, correction, adjust, adjustments, date, wrong, mistake}} |
− | {{ | + | {{FAQ}}{{TShoot}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}} |
Revision as of 12:15, 21 December 2018
Summary
This article explains how to adjust the date on a Sales Ledger or Purchase Ledger transaction.
More Information
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. |
Go into " Sales Ledger\Purchase Ledger Maintenance Options Adjustments".
- Enter or search for the transaction account.
- 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"
This option is only allowed if the transactions have not been processed through a month end. |
See also
- How do I Find 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?