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Removing previous years invoices
-
irenasobolewska
- User
- Posts: 11
- Joined: 23 Dec 2009, 15:07
- Sage Version: v12 UK/Europe/Africa
Removing previous years invoices
How do I remove an invoice posted in error in a previous accounting year? What is the effect on the accounts?
-
brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Removing previous years invoices
Depends.
Has the year end been done?
Has the accountant taken the data away and started work on preparing the accounts?
If no, then you can just reverse/delete the transaction as it doesn't matter.
If the year end has been done, then you need to make a decision, if the invoice is a large amount and will materially alter the accounts, then you need to contact your accountant and let her/him know about it. They will decide how they want it handled.
If it is a relatively small amount, then simply raise a credit note to cancel it on the first day of the new year.
Has the year end been done?
Has the accountant taken the data away and started work on preparing the accounts?
If no, then you can just reverse/delete the transaction as it doesn't matter.
If the year end has been done, then you need to make a decision, if the invoice is a large amount and will materially alter the accounts, then you need to contact your accountant and let her/him know about it. They will decide how they want it handled.
If it is a relatively small amount, then simply raise a credit note to cancel it on the first day of the new year.
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