Good day
A debtor made a payment of R1,000 and I've allocated it to the wrong debtor. Problem is, I've reviewed and saved the bank account that I've loaded. How do I allocate a payment from one debtor to another?
Thanks.
Kind regards
Kaylene
Good day
A debtor made a payment of R1,000 and I've allocated it to the wrong debtor. Problem is, I've reviewed and saved the bank account that I've loaded. How do I allocate a payment from one debtor to another?
Thanks.
Kind regards
Kaylene
Good day,
Even if a banking transaction is saved and reviewed you are still able to edit it and allocate it to the correct customer.
Is the transaction locked?
Kind Regards
Good day
Yes it is.
Hi Kaylene,
If the transaction is locked you will either have to reopen the applicable VAT period or remove the lockdown date.
The above will then allow you to edit.
Kind Regards
*Community Hub is the new name for Sage City