How do I adjust the date on a transaction?
From Catalyst
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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. |
 | The ability to edit transactions is limited to users with the "Adjust transactions" user permission set to 'Yes'. You can find out how to set user permissions here. |
Go into " Sales Ledger/Purchase Ledger Customer/Supplier History".
- At "Account:" enter the code of the customer or supplier account.
- Highlight the transaction you want to correct on the list.
- Press [Edit] or <Ctrl+F2> to edit the transaction.
- At "Date:", enter the corrected date.
- 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 are document items being posted on the wrong date?
- How do I adjust the centre on a transaction?
