Amend Sales Ledger transaction details

Use this to amend the details of a transaction. If the transaction has not been allocated, you can amend the:

  • Reference.
  • Second reference.
  • Due date.

You can use Amend Allocations to unallocate a transaction.

To amend transaction details

Open: Sales Ledger > Adjust Transactions > Amend Details.

  1. Select the customer account from the Code drop-down list.

    All unallocated transactions are displayed.

    2. Note: If all transactions on an account are allocated, no transactions are shown.

  2. To filter the displayed transactions you can specify the:
    • Transaction type
    • Date from and To.
  3. Amend the Reference, Second Ref. and Due Date for the relevant transactions.
  4. Click Save.
See also

Other tasks

Enter customer transactions

Reference

Amend Sales Ledger allocations