Correct a transaction

Created on 19 May 2020 | Last modified on 04 July 2025

Print

Summary

How to edit, delete or unallocate transactions in Sage 50 Accounts.

Description

Follow these steps to correct a transaction or post a refund.

There are certain types of transactions that you can’t amend or delete in the audit trail, for example, any journal involving foreign currency.

NOTE: We recommend you Back up your data before you begin.

Resolution

Select the area you want to change

Which type of customer transaction do you need to correct?

Sales invoice (SI)

Sales credit note (SC)

Sales discount (SD)

Sales receipt (SR)

Sales payment on account (SA)

Sales payment (SP)

Which type of supplier transaction do you need to correct?

Purchase invoice (PI)

Purchase credit note (PC)

Purchase discount (PD)

Purchase payment (PP)

Purchase payment on account (PA)

Purchase receipt (PR)

Correct a bank transaction

Correct a journal transaction

Correct an opening balance

Keywords: corrections SI SC SD SA SR SP PI PC PD PA PP PR JD JC BP BR CP CR error transfer edit vp vr invoice payment receipt journal credit note account discount nominal opening balance change edit unallocate delete audit trail

Product: Sage 50 Accounts

Solution ID: 200519132932531

Published on: 19 May 2020

Applies to: Case category > How do I... > processing