Correcting Errors Prior to Posting

AccountsReceivableGuide > Accounts Receivable > Entering Transactions > Checking Transactions Before Posting > Correcting Errors Prior to Posting

If you find an error in a transaction, you can easily edit it as long as it has not been posted. Once you post an entry, you must enter another transaction to correct it. See Handling Errors After Posting.

To change or delete incorrect transactions:

1 In Accounts Receivable, select Transactions Tasks > Enter Adjustment / Payment Transactions from the left navigation pane.

2 If you use batch processing, select an existing batch.

3 Enter your login information in the AR User Login window.

4 Use the Find button to open the Lookup and select the transaction you want to change.

5 Select Edit to change the transaction.

When you select the Edit button, it will change to Del. Select the Del button to delete the transaction.

6 Save the transaction after you make your changes.