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Reclassification of AP invoice description


Is it possible to reclassify the line item description on an AP invoice?

Best answer by Laura02

Yes, but we also have to reclassify something else at the same time. For example, we can reclassify to a different Account with different Transaction Description, then move the transaction back where it belongs (reclassify Account again).

I did a quick test and it is still possible to change description at the same time as account in 2024 R1.

I recommend trying this exercise in your testing environment before performing it in live, to make sure you are happy with the results.

Laura

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2 replies

Laura02
Captain II
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  • Captain II
  • 3132 replies
  • Answer
  • May 15, 2024

Yes, but we also have to reclassify something else at the same time. For example, we can reclassify to a different Account with different Transaction Description, then move the transaction back where it belongs (reclassify Account again).

I did a quick test and it is still possible to change description at the same time as account in 2024 R1.

I recommend trying this exercise in your testing environment before performing it in live, to make sure you are happy with the results.

Laura


  • Author
  • Freshman I
  • 4 replies
  • May 15, 2024

Wow, ok Laura thanks for your help I will give it a try :)

 


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