Accrued Revenue - How to Change or Delete
Note
Approved Accrued Revenue transaction can’t be changed – it must be unapproved first.
How to change an existing Accrued Revenue transaction
- Go to Accounting / General Ledger / Revenue Tools/Accrued Revenue/ Search Accrued Revenue
- Search for the Accrued Revenue Transaction to be changed
- Click the ACCRUED REVENUE NO of the transaction to be changed, this will open the Accrued Revenue form
- 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 & CLOSE
- Note than an ‘approved’ Accrued Revenue transaction can’t be deleted – it must be unapproved 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
- 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