SageForum for UK versions of Sage 50- Help and support.

Hi guys,

I am new to Sage 50 (and accounting actually!)

I currently help post the purchase invoices/credit notes. However, I do need urgent help with the following:

Posted credit note instead of invoice - how do I reverse post?
Posted wrong date on an invoice - how do I reverse post?

Our system doesn't have the "transactions" feature. From what I gather I am supposed to do x2 entries, one cancelling out the error and the other as the correct post. Then I was to "match" x2 entries

Could someone please give me a step by step on these issues....I would be most grateful.

Thanking whoever can help in advance.

Nicole

The simple answer is to do the opposite of the error to cancel it. Then do the transaction correctly.

If it is an invoice then do a credit note to reverse it.
If it is a credit note then do an invoice to reverse it.

If you do not have access rights to match the erroneous invoice and credit in supplier payments, then you need to speak to the person who has so they can do it for you.