Skip to content
logo Knowledgebase

Unallocate a purchase quick entry

Created on  | Last modified on 

Summary

How to find out if you've paid a purchase quick entry and unallocate it in Sage Accounting.

Description

If you've paid a quick entry, you must unallocate it from the payment first. If you've included the quick entry on a VAT Return, you must reverse it instead.

Resolution

Find out if a quick entry is paid

Check the Supplier Activity to see if you've paid the invoice or credit note.

  1. From Contacts, select Suppliers.
  2. Open the relevant supplier.

  3. From the Activity list, check the value in the Outstanding column. If it's 0.00, you've paid / allocated the quick entry.

TIP:

Use the Type at the top of the list to show Purchase QE Invoice or Purchase QE Credit only.

Unallocate a quick entry

  1. From Contacts, select Suppliers.
  2. Open the relevant customer.
  3. Select the Supplier Allocation transaction clear the checkbox for the invoice / credit note you wish to delete.
  4. Select the Supplier Payment used to pay the quick entry invoice and clear the checkbox for the invoice you want to delete.
  5. Select Save.

NOTE:

If the quick entry appears greyed out, you're not able to edit or delete this. Read more on correcting transactions included in a VAT Return in UK or correcting transactions included in a VAT Return in Ireland.

 

View More...