What you need to know
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.
Use 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: 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 correct it. When more than one user is making corrections, wait for other users to fully complete their corrections before making your changes.
Only users with full access rights can make corrections. Other users can only see the history of the corrections.
You can't change to an analysis type that's not set up as the transaction type. For example, You change the analysis type on a purchase invoice to one that's only set up for Sales.
CAUTION: You can't use this to change to or from any CIS ledger accounts. This is because we use the CIS ledger accounts to make CIS deductions.
Find transactions to change
- From Adjustments, select Correct Transactions.
- Select Make Correction.
- Use the search criteria to find the relevant transactions.
Example: You've created several purchase invoices for different suppliers and need 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 or analysis type
- Select 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.
The transaction was not updated
If we can't complete the change you requested, an error message may appear.
To check why the change couldn't be made by hovering over the warning triangle in the status column. You may need to scroll to the right.
|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've tried to change a ledger account on a purchase invoice to one that's only used for Sales. Check the visibility of each ledger account in your Chart of accounts.
|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've tried to change the analysis type on a purchase invoice that's only used for Sales.
Check the visibility of the analysis type you want to change to.
|Another user made a change to this item after it was selected. We didn’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.
|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.
You cannot change to this type of Ledger Account as CIS calculations will be affected.
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 a fixed asset account with the Outside Flat Rate checked to a non-fixed asset ledger account.
You can't change to or from any CIS ledger accounts. This is because we use the CIS ledger accounts to make CIS deductions
|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.