Is there a way to reclassify a posting date rather than reversing the transaction and creating it again in the correct posting date period?
Answer
Reclassify Posting Date
Best answer by Laura03
Hello
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
+19Hello
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
~ Laura Barber, WM Synergy
+12I’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.
Megan Friesen, Contego Software Solutions, Canada
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