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.

Details

• Go into "Accounts" -> "Sales/Purchase Ledger" -> "Maintenance Options" -> "Adjustments".
• Enter the relevant account code 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.

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Keywords AND Misspellings

Date, Invoice, Adjust, adjustments, date, wrong