How do I adjust the date on a transaction?

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?

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Keywords AND Misspellings

invoice, mispost, edit, correct, correction, adjust, adjustments, date, wrong, mistake