The Book-keepers Forum (BKF)
The Book-keepers Forum (UK) -> Book-keeping Software -> Sage - Making account alterations after posting
Post Info TOPIC: Sage - Making account alterations after posting
Bridget47


Newbie

Status: Offline
Posts: 4
Date:
Sage - Making account alterations after posting
Permalink Closed

Hi.  I have a problem in that money paid on account has been posted to the wrong client ledger.  2 customers with the same name !!!  How do you transfer the posting or do you simply credit the wrong one and put a new payment in on the write ledger ?

__________________
Wella


Expert

Status: Offline
Posts: 2256
Date:
Permalink Closed

Hi Bridget

I think this one should be a simple case of making a note of the transaction number, going to corrections module, selecting the transaction and then click on the edit button at the top. You should be able to select the correct client account from the drop down list at the top in the edit box, then save.


HTH
Bill

-- Edited by Wella on Sunday 19th of December 2010 05:00:46 PM

__________________

 

 
Susie Sue


Senior Member

Status: Offline
Posts: 345
Date:
Permalink Closed

or go into corrections and delete the transaction altogether and start again.

__________________
Sue
Assist Office Services - Bradford Bookkeeper
Rhianrach


Expert

Status: Offline
Posts: 1609
Date:
Permalink Closed

It will just need editing in the corrections, this actually deletes the incorrect one and posts the correct one which will all show in the audit trail.

__________________
Steve
Page 1 of 1  sorted by
 
Quick Reply

Please log in to post quick replies.
The Book-keepers Forum (UK) -> Book-keeping Software -> Sage - Making account alterations after posting
Tweet this page Post to Digg Post to Del.icio.us
Members Login
Username 
 
Password 
    Remember Me  
©2007-2024 The Book-keepers Forum (BKF). All Rights Reserved. The Book-keepers Forum (BKF) is a trading division of Bookcert Ltd. Registered in England Company Number 05782923. 2 Laurel House, 1 Station Rd, Worle, Weston-super-Mare, North Somerset, BS22 6AR, United Kingdom. The Book-keepers Forum and BKF are trademarks of Bookcert Ltd. This forum is a discussion forum only. There will usually be more than one opinion to any question and any posting should not be viewed as a definitive solution. No responsibility for loss occasioned to any person acting or refraining from action as a result of any posting on this site is accepted by the contributors or The Book-keepers Forum. In all cases, appropriate professional advice should be sought before making a decision. We reserve the right to remove any postings which are offensive, libellous, self-promoting or engaged in covert marketing. We will not notify users of removals. The views expressed in the forum posts are those of the individual and do not necessary reflect or agree with those of The Book-keepers Forum. Any offensive or unsuitable posts will be removed by the moderators. Any reader of this forum can request for a post to be looked into by sending an email to: bookcertltd@gmail.com.

Privacy & Cookie Policy  About