Have you ever posted a batch of Checks or Receipts and realized you assigned the wrong date or Check Number? This month we’re bringing you a newer feature that even veteran users might not know about yet. This is definitely a time-saving feature!
You can modify certain fields on any posted disbursement or receipt in the Check Register by right-clicking.
Make changes to the Bank Account, the posted check or document number, the post date, or any notes and comments.
WARNING: Take care when changing any of these values if the transaction has been reconciled.
A simple tip can go a long way!
A once common support topic is now a thing of the past with this feature. No need to restore a batch of Checks just because they were dated incorrectly, or the numbering system got off track. Search for Edit Posted Checks or Edit Posted Receipts in the Knowledge Base for more information.