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Accounting Transactions: Move transactions

Information on changing or moving transactions between batches and correcting entries made in the wrong batch

Updated over a month ago

Follow the below steps to move transactions:

  1. Go to Reports and Run External Application.

  2. Run Move Transaction.

  3. Select the Source Batch, which is the batch that you have wrongly posted to.

  4. Click Refresh.

  5. Look for the TRN number of the transaction that has been wrongly posted.

  6. Key in the TRN number at Source Tran. No. From, and Source Tran. No. To.

  7. Select the Target Batch, which is the correct batch that you want to post to.

  8. Click Update.

  9. A confirm warning message appears, click Yes.

  10. Select OK once the refresh completes and exit the window.

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