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Post Info TOPIC: New Sage User
Marion


Newbie

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Hi

I'm new to sage.  I've made a payment today on sage and allocated to a supplier invoice, I have entered the payment date incorrectly.  All other details of the payment are correct but I would like to amend the payment date as I've entered the wrong month.  When I try to correct within (company/ corrections) it does not allow me to change the date.  How can I correct this?

Marion

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MarionMcGiven
PhilMcTankup


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Hi Marion

I use Sage 50 Accounts Professional 2010. I guess you are using something else, maybe Sage Instant Accounts? I say this because to do corrections I have to use main menu option "Maintenance", I have no Corrections option in Company.

In my version of Sage I can pay a supplier invoice then Correct the creation date of the PP. What happens is the original transaction is deleted (and listed in red in audit trail) and a new transaction is created with the correct date.

In Sage help, it says amending the date might or might not work. I've been experimenting and I seem to be able to alter the date back by days or months HOWEVER I noticed if you try to put an invalid date in it just alters the date back to what it was and doesn't ask if you want to post the changes.

But if you are changing 04/10/2010 to 04/09/2010, that should work!

What sort of messages are you getting?

Phil



-- Edited by PhilMcTankup on Monday 4th of October 2010 05:16:32 PM

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PhilMcTankup


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One other thing Marion,

When making the correction, you can only change the date in the main corrections window, if you go down into edit line items, the date is greyed out.

Phil

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semsley


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It depends. If you have 'paid' an invoice and therefore completed the transaction I don't think it will allow you to change the date. If you notice the error prior to 'paying it off' then you can.

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PhilMcTankup


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Checked it our Sheila and you are right, invoice date can be changed if not paid but when is paid date is greyed out. I think Marion is trying to alter the date of the payment.

Phil

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Donna CBK


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Im confused as just tried on my client manager version and I can amend. The posted date is in grey but not the date, I can amend this.

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Donna Curling - Complete Book-Keeping Ltd (CBKLtd) - 07939 101900

Payroll & bookkeeping solutions - info@completebookkeeping.co.uk

www.completebookkeeping.co.uk

IAB Training centre - Ringwood

 
Marion


Newbie

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Many thanks for your help.  I managed to correct using Maintenance / Corrections as you suggested.  However on my version of sage I have a corrections options under company which doesn't allow me to amend. Many thanks for your help.
Marion

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MarionMcGiven
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