Historical transactions

SUGGESTED

I am still in the configuration phase of installing Sage 50 for a school assignment. I entered an invoice for a client, but I didn't enter the correct date. How can I change it?

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  • 0
    SUGGESTED

    Hi ,

    Thanks for reaching out. Did you ever find an answer for this issue?

    Transactions like sales invoices in Sage 50 Canada cannot be deleted but they can be reversed (which leaves an audit trail). Here's how to adjust or correct an invoice as well.

    Reversing a transaction provides the same result as delete but preserves an audit trail for the transaction (debit and credits are reversed from the original state and transaction module deleted from the system)

    1. Locate and open the transaction you wish to reverse
    2. Click Entry, click the Reverse Entry button on the toolbar
    3. Confirm that the transaction is no longer affecting your account balances

    If you are still looking for guidance, please let us know and we can try to point you in the right direction or suggest some resources or next steps.

    Warm Regards,

    Erzsi

Reply
  • 0
    SUGGESTED

    Hi ,

    Thanks for reaching out. Did you ever find an answer for this issue?

    Transactions like sales invoices in Sage 50 Canada cannot be deleted but they can be reversed (which leaves an audit trail). Here's how to adjust or correct an invoice as well.

    Reversing a transaction provides the same result as delete but preserves an audit trail for the transaction (debit and credits are reversed from the original state and transaction module deleted from the system)

    1. Locate and open the transaction you wish to reverse
    2. Click Entry, click the Reverse Entry button on the toolbar
    3. Confirm that the transaction is no longer affecting your account balances

    If you are still looking for guidance, please let us know and we can try to point you in the right direction or suggest some resources or next steps.

    Warm Regards,

    Erzsi

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