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Reclassify Posting Date

  • 5 September 2023
  • 2 replies
  • 207 views

Is there a way to reclassify a posting date rather than reversing the transaction and creating it again in the correct posting date period?

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Best answer by Laura02 5 September 2023, 03:03

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Hello @bnastasi ,

When we reclassify transactions, we can change the date at the same time we are choosing a new account or subaccount or company.  However, we cannot change the Post Period when reclassifying.

If a transaction has been posted to the wrong period, the next steps are to reverse the transaction and re-enter, as you mentioned. Some time can be saved by using Copy/Paste to re-enter, then adjusting the period to the correct posting period on the pasted transaction or document.

Laura

 

Userlevel 7
Badge +10

I’ve created this idea because there are reasons that the reclassify process is preferable to use to keep the link with the original transaction, but not post it into an older period.

 

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