I’m sure there have been a number of times when you might have been in a hurry or mistyped something but didn’t catch it before you posted. Unlike Sage 50 or QuickBooks, Sage BusinessWorks does not allow you to “double-click” on that transaction and simply EDIT it. However, depending on the nature of the corrections to be made, you have a few choices with Sage BusinessWorks.
We will use Accounts Payable invoices as an example.
If you want to apply the payable invoice to a Purchase Order, change the discount amount or due date or put the invoice on HOLD, you can do so by going to Accounts Payable > Invoices > Invoices > Edit.
Select the Vendor and the invoice number (A and B) with which you want to work. If you want to place the invoice on Hold, click the checkbox (C). If you want to assign this invoice to a Purchase Order, lookup the PO number (D). The Reference (E) and the Discount percentage (F) may be changed, and the Due Date (G) may also be changed.
NOTE: You cannot change the original invoice date or amount, nor can you change the distribution of the invoice.
If you need to change the Distribution, the best course of action is to post a General Ledger entry through the GL.
If you need to adjust the invoice AMOUNT, process a Credit Memo (decrease the balance) or a Debit Memo (increase the balance) applied to the original invoice.
You can utilize the VOID function (Accounts Payable > Invoices > Invoices > Void) as long as no payments or adjustments have been applied to the invoice.
Select the Vendor (A) and the Invoice Number (B). You can enter a reference as to why you voided the invoice (C). Identify the date of the void to correspond to the date of the original invoice (D).
Because there will be a general ledger entry resulting from the void of the invoice, if you cannot post the void on the original invoice date, you should create a credit memo to adjust the invoice to zero.
If you have any questions or need assistance with Sage BusinessWorks, please contact our BusinessWorks support team at 260.423.2414.
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