Is there a way to reclassify a posting date rather than reversing the transaction and creating it again in the correct posting date period?
Solved
Reclassify Posting Date
Best answer by Laura02
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 ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
1 person likes this
+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
1 person likes this
Reply
Rich Text Editor, editor1
Editor toolbars
Press ALT 0 for help
Most helpful members this week
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.