A new button designed to help with little
Wrong date? Fixable. Type-o on a description?
Here’s how it works…
You typed a boo-boo on the description of a
AR03–Accounts Receivables Transaction
AR03E is the EASY ANSWER!
In AR03E – Transaction Edit, enter the
Use the Starting Reference as a filter
to narrow the display - makes it easier to find
a transaction by narrowing the search
Tab through Starting Reference for a list of
open item transactions for the owner - could be
along list if the owner has many transactions
You can edit:
Invoice Date (Date)
For each line item that is incorrect, correct
and move to next line item(s) as necessary.
Copy and paste works too if you have multiple
lines to correct! Highlight the new corrected
description and paste (just like normal) over
any other bad description transactions.
Notice that you’re not limited to just payments.
Also edit invoices, adjustments or credit memos.
Any transaction in Accounts Receivables Open
Items can be edited.
Remember, the AR03E list only shows items in
Accounts Receivables Open Items. Anything that
has already moved to Accounts Receivables
History via the Accounts Receivables Month-End
process cannot be edited.