Adagio Tip Of The Month: Changing A Description After Posting
Question: Is there an easy way to edit the description of an AR Invoice transaction that has already been posted to the GL?
We know we can do a negative AR-IN to cancel the transaction and re-enter with the correct description, but I’m hoping there’s a cleaner way of doing this.
Answer: In the Receivables Company Profile, on the System Options tab, there is an option to ‘Allow edit of posted desc or reference’. When this is enabled, you can edit a customer, open the Transaction, and change the reference or description values and save them.
Note that this change will not affect what has already been posted in the GL. You could edit the retrieved GL batch, but if the GL batch was posted then that is not changeable in View GL Transactions.
Or, you could Unpost the batch in the GL, edit the description in the resulting batch, and then re-post the entry.
This tip was inspired by a posting on the Softrak Technical Support Forum, where registered Adagio Accounting users can post questions to get answered by Softrak, members of the Adagio Consultant community, and fellow Adagio Accounting users. Be sure to check it out!