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[Maria Richardson]

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]

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]

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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