How do I adjust the date on a transaction?

Summary

There maybe instances when an document has been posted with for example an incorrect date that will need to be corrected this article explains how to do so.

Details

• Go into "Accounts" -> "Sales/Purchase Ledger" -> "Maintenance Options" -> "Adjustments".
• Enter the relevant account code that the transaction is on.
• The Following screen will look like the Customer/Supplier History Screen. Find the required transactions.
• Press <E> for edit.
• This screen will look like the <C+F1> but it allows you to edit the date as required

• The above screen will also allows you to edit the following other fields:
  • Centre
  • Analysis
  • Comment
  • Cleardown Hold
  • Site

PLEASE NOTE: This option is only allowed of the transactions have not gone through a month end.

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Keywords AND Misspellings

Date, Invoice, Adjust, adjustments, date, wrong