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Accrued Revenue - How to Change or Delete

This guide shows how to change or delete accrued revenue transactions, including restrictions on editing approved entries.

Step by Step Guide:

    Note

    Tip: Posted Accrued Revenue transaction can’t be changed – it must be unPosted first.

    How to change an existing Accrued Revenue transaction

    1. Go to Accounting > Revenue Tools > Accrued Revenue

    2. Search for the Accrued Revenue Transaction to be changed

    3. Click the ACCRUED REVENUE NO. of the transaction to be changed, this will open the Accrued Revenue form

    4. - There are some restrictions as to which information can be changed, depending on the way the transaction was first created.

    • For example if this transaction was created from a source ‘Estimate’ then you can’t add more lines, or change key data such as the Task Type code or the Charge Type – this control is to preserve the fundamental relationship between the transaction and the source Estimate it relates to.
    • Make the required changes, when complete click Save

    Tip: - Note that a 'Posted’ Accrued Revenue transaction can’t be deleted – it must be 'unPosted' first. An Accrued Revenue transaction for an inactive job can‘t be deleted – the job must be made active again first.

    How to delete an Accrued Revenue transaction

    5. - ​​Search for the Accrued Revenue Transaction(s) to be deleted

    • ​​Place a tick in the box on the far left of the page against the Accrued Revenue Transaction(s) to be deleted
    • ​Click the Delete button