Use the Correct Transactions option to change the ledger account or analysis type on transactions that have been paid, allocated, included on a VAT return or included on a bank reconciliation within Accounting Start.
What you need to knowUse this for
- Paid invoices and credit notes
- Credit notes and invoices allocated to each other
- VAT reconciled invoices and credit notes
- VAT reconciled payments and receipts
- Bank reconciled payments and receipts
NOTE: Note: It's not possible to change the description, or other text items using this process. Reconciled invoices and credits cannot have the text description or their line item descriptions edited.
Only one user at a time can make a correction. When more than one user is making corrections, wait for other users to fully complete their corrections before making your own changes.
Only users with full access rights can make corrections. Other users can only see the history of the corrections.
You can't add or remove a Control Account category for a transaction using Correct Transactions. These are categories automatically assigned and include bank accounts, Trade Debtors, Trade Creditors, and VAT.
Some categories can be set up so they can only be used on certain transaction types. You can't change to a category that is not set up to be used on this transaction type. For example, you can't change the category on a purchase invoice, to one set up for Sales only.
Find transactions to change
- From More, select Correct Transactions.
- Select Make Correction.
Use the search criteria to find the relevant transactions.
If you've created a number of purchase invoices for different suppliers and want to change the ledger account from 5000 to 5010, use the Ledger Account and Transaction Type to narrow your search.
- Select Search.
- Select the transactions you want to correct and click Next.
Change the ledger account
- Choose the new ledger account or analysis type from the Change to… drop-down list.
- If required, enter the reason for changing the item.
- Select Review, and then Update.
Transaction was not updated
If we can't complete the change you requested, this message is shown:
xxx items not updated. The reason this item / these items could not be updated is listed in the status column below.
To check why the change could not be made, hover over the warning triangle in the status column. You may need to scroll to the right.
|Ledger Account||We can’t correct the Ledger Account for this item.|
The new ledger account selected isn't set up to be used for the transaction type.
You might have tried to change to a ledger account on a purchase invoice to one that's only used for Sales. Check out Show or hide a ledger account in chart of accounts to see the visibility of the ledger account.
|Analysis Type||We can’t correct the Analysis Type for this item.|
The new analysis type selected isn't set up to be used with this transaction type.
You might have tried to change the analysis type ion a purchase invoice that's only used for Sales.
Check the of the analysis type you want to change to.
|Conflict||Another user made a change to this item after it was selected. We did’t make your correction.||Between you searching for your transactions and updating them, another user has made changes to the same transaction. |
Try correcting these transactions again later.
|Locked||This item could not be updated due to it being before your lockdown date.|
Between you searching for your transactions and updating them, your year-end lockdown date has changed.
You cannot change to this type of account because your existing ledger account has a resale flag selected.
When using the Flat Rate VAT scheme, you can select an Outside Flat Rate check box when posting a transaction to a Fixed Asset account. You can’t change from fixed asset account with the Outside Flat Rate checked to a non-fixed asset ledger account.
The resale check box has been selected when creating your transaction and is picked up on the Return of Trading Details (RTD) report.
You can't change a direct expense ledger account with this resale flag to a non-direct expense ledger account.
|System Error||We ran into a temporary problem correcting this item. Try again in a short while.||A system error can occur due to many factors. |
We recommend you try again later.
Check previous corrections
Once a correction has been made, it's shown on the Summary page. If you corrected multiple transactions, select the correction to see the details.