When you correct a transaction, there are certain restrictions that apply to the corrections you can make. You can't delete or amend the following types of transactions. If you can't edit or delete a transaction, you'll see an error message like: 'You can't edit this transaction as it has an associated payment or refund'.  TIP: Any transaction you can't delete or amend you must correct the transaction by reversing and reposting instead.
| Automatic transactions | For example, transactions created via the Write Off, Refunds and Returns Wizard. The software adds a reference to the transaction to indicate it is system generated.
If you edit the transaction, delete the reference and save the changes, you can then delete the transaction. Editing or deleting invoice or credit transactions affect the Customer or Supplier M.T.D. and Y.T.D. figures. | | Journal entries | You can edit and delete journals. | | CIS transactions | You can correct CIS transactions in the CIS v2 module.  NOTE: Not using Sage 50 Accounts CIS Module? If you're interested, leave your details and we'll be in touch. To check if a transaction is CIS reconciled: - Go to Transactions, select the relevant transaction and check the CIS column. A 'Y' indicates it's CIS reconciled
| | VAT reconciled transactions | You can't delete VAT reconciled transactions, but you can reverse them to cancel the effects of the original transaction. For VAT Cash Accounting, manually reverse allocated VAT reconciled transactions by posting the opposite transaction. For example, post a Bank Payment to reverse a Bank Receipt, with the same details. | | Foreign transactions | You can only edit the Reference, Description, Bank rec. on and Exchange rate fields. If you need to edit any other fields, delete and re-enter the transaction. | | Journals involving foreign currency bank accounts | You can't edit or amend any fields for journals affecting foreign currency bank accounts. Reverse the journal and repost the correct details. | | Postponed accounting transactions | Posting a supplier invoice with a postponed accounting tax code creates and allocates a purchase credit for the postponed VAT amount. You can't edit or delete these transactions. Manually reverse the transactions instead. | | Payment request made from GoCardless | As you can't delete the invoice, reverse the transaction by posting a batch credit, then allocate this to the customer invoice. |
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