How do I adjust the date on a transaction?

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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


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Keywords AND Misspellings
Invoice,, mispost, correct, correction, Adjust, adjustments, date, wrong