How do I adjust the date on a transaction?

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?

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Keywords AND Misspellings

Invoice,, mispost, correct, correction, Adjust, adjustments, date, wrong