Hi,
If after making a payroll for 2-3 month I changed a linked account to any deduction then is it possible to automatically transfer transactions from old to new linked account?
Thanks,
Yatin
Hi Yatin S ,
If you've changed a linked account for deductions after processing payroll for a couple of months, transferring transactions automatically isn't a feature that's directly available. However, you can address the change by following these steps:
If you need to unlink the old account, remember to navigate to the account through the Chart of Accounts and use the delete or backspace on your keyboard to unlink it. Ensure that this account is not linked elsewhere in your company settings to avoid inconsistencies.
Please note that editing historical transactions should be done with caution, and it may be advisable to consult with a Sage business partner or support analyst to ensure the integrity of your financial data.
Hope this helps!
Warm Regards,
Erzsi
*Community Hub is the new name for Sage City