adjusting historical transactions

  • adjusting historical transactions

    Posted by DSC Communities on December 5, 2016 at 11:59 am
    • Maria Richardson

      Member

      December 5, 2016 at 11:59 AM

      Is there a  way to adjust payables historical transactions – an item was voided only showing in historical but not as an open item

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      Maria Richardson
      Chattanooga Orthopaedic Group
      Cleveland TN
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    • Shari Bruno

      Member

      December 6, 2016 at 2:17 PM

      Hi Maria,

      Voiding a transactions will keep it on reports, even thought it won’t add it into balances because it is not open.  We void sales transactions for this reason, so that we can reference back to them.  All other items we delete because we don’t require a reference, and it also keeps the transactions off the reports.

      I don’t get into the tables or SQL, but someone else may be able to tell you how to remove this transaction.

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      Shari Bruno
      Accounts Payable Specialist
      Bible League International
      Crete, IL
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    • Leslie Vail

      Member

      January 2, 2017 at 7:01 AM

      Hi,

      You don’t need to use the SQL tables in order to delete historical transactions. Go into the Utilities area and run the Remove functions.

      Kind regards,

      Leslie

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      Leslie Vail
      Accounting Systems Consulting, Inc.
      Dallas TX
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    DSC Communities replied 7 years, 4 months ago 1 Member · 0 Replies
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