Forum Discussion

KateMcK's avatar
KateMcK
6 years ago

Can you change the payment account in a recorded transaction?

Hi everyone,   I'm stuck with an entry that I made when I first started. I incorrectly selected the wrong bank account (shouldn't be Bank Account #1) for payment, but now I'm unable to change it as...
  • Neil_M's avatar
    Neil_M
    6 years ago

    Hi KateMcK

     

    If this is a deposit transaction, in that the payment was applied to the order and then that order is converted to a bill, then the deposit transaction itself is locked. That said our help article Supplier deposits, steps through how to reverse and settle the transaction so that you can enter it in again with the correct information

KateMcK's avatar
KateMcK

Thank you, unfortunately that still isn't possible for me. 

 

I've attached screenshots to show what I'm receiving, if you could please advise any other ways?

 

Thank you

Neil_M's avatar
Neil_M
Former Staff
6 years ago

Hi KateMcK

 

If this is a deposit transaction, in that the payment was applied to the order and then that order is converted to a bill, then the deposit transaction itself is locked. That said our help article Supplier deposits, steps through how to reverse and settle the transaction so that you can enter it in again with the correct information

  • KateMcK's avatar
    KateMcK
    6 years ago

    Hi Neil,

     

    Thank you, while the process didn't quite follow as you've described, I was able to reverse the transaction. Unfortunately I still receive the error about changing a recorded transaction, but I'm satisfied with the reversal to clear it off.

     

    Thanks,

    Kate

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