If you have a new account but are having problems posting or verifying your account, please email us on hello@boards.ie for help. Thanks :)

Hello all! Please ensure that you are posting a new thread or question in the appropriate forum. The Feedback forum is overwhelmed with questions that are having to be moved elsewhere. If you need help to verify your account contact hello@boards.ie

Hi there,
There is an issue with role permissions that is being worked on at the moment.
If you are having trouble with access or permissions on regional forums please post here to get access: https://www.boards.ie/discussion/2058365403/you-do-not-have-permission-for-that#latest

Sage - Help - Unallocating Payments

LFC5Times · 2008-04-02 17:34:07

I'm using Sage in work but not familiar with it as I'm not an accountant just doing a bit of work. Basically a payment for services has been allocated against 4 invoices BUT it was the wrong invoices resulting in part payment etc. Basically is it possible to unallocate the payment against those invoices then reallocate it…

02-04-2008 5:34pm

#1

LFC5Times

Closed Accounts Posts: 1,217 ✭✭✭

Join Date: December 2006

Posts: 1004

I'm using Sage in work but not familiar with it as I'm not an accountant just doing a bit of work.

Basically a payment for services has been allocated against 4 invoices BUT it was the wrong invoices resulting in part payment etc.

Basically is it possible to unallocate the payment against those invoices then reallocate it against the proper ones and the main info needed, HOW

Cheers

0

Comments

#2 03-04-2008 10:23am

smcgiff

Closed Accounts Posts: 5,943 ✭✭✭

Join Date: January 2007

Posts: 5788

Go into maintenance, and delete the bank payment (insert zero in the amount and tax columns). This will remove allocation. You then put through the payment (allocated) again through bank. Get it right this time!!!

0