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Amend a Transaction

Caroline Buckland Updated by Caroline Buckland

The process

When an Invoice or Credit Note has been entered there may be a need to make amendments to the Invoice number or due dates. If the invoice is CIS related (Construction Industry scheme) the lines details can also be amended to flag the line for labour, so that the tax is calculated and deducted correctly.

  1. Locate the document

The entry consists of a couple of steps, the steps below describe the process.

To access the Cancelation screen: Accounts Payable-AP Processes-Transaction Maintenance-Amendment

Locating the document

In the Selection window you can enter either the Supplier number/Invoice No or System Ref number to locate the document then select the OK button.

You can use the magnifying glass against each field to search for codes

In this example the Supplier number was entered and displayed are all of the documents available to be amended.

  1. Amend the document

Select the transaction you wish to amend followed Amend button.

Depending on the transaction status will depend on what you can amend.

Generally, you can change the invoice number, received date, date or due, but other formats can be selected, such as Terms, Payee Details and Ownership.

  1. Update the document.

The update button can be used after your changes are complete.

Other buttons are available at the bottom of the screen.

Amend Lines (CIS) action is only available when the supplier is set up for Construction Industry Scheme. This allows you to amend the Withholding indicator for the Labour line to allow the tax calculation. This action can be used to set the indicator or remove it if it has been set incorrectly.

Amend Line (text) extra line descriptions can be added to the invoice lines, selecting this action will take you to the following screen, where you then select the Line followed by the Edit: Line Text action.

The extra description can then be entered.

Amend Match Ref, allows you to enter a reference that you want to use to link this transaction line with a GRN for Further Matching purposes.

A match reference will also need to be entered for the receipt, this field is only available in Financials, the receipt can be located in the Accounts Payable Enquiries section - Receipts by Order, locate the receipt and use amend action, the field is found on the Receipt tab.

The Update button can be used after your changes are complete.

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