Receipts
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      2. Receivables
      3. Receipts

      Receipts - Change or Delete

      How to change or delete an existing receipt

      Change an Existing Receipt

      Steps: 

      Starting from the main screen

      1.     Navigate to ACCOUNTING > Receivables > Receipts 

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      2.     Select the Receipt No. hyperlink to be. changed 

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      There are a number of restrictions as to the changes that can be made to an existing receipt:

      • A receipt that has been approved can not have any changes made to it which impact the amount of the receipt (such as deleting lines on the receipt or adding new lines) and the receipt date or accounting month can not be changed if the receipt has been approved
      • If amounts for individual lines are incorrect, the lines should be deleted and re-entered
      • Enter information for any new lines 

      Delete a Receipt

      Steps: 

      Starting from the main screen 

      1.     Navigate to ACCOUNTING > Receivables > Receipts 

      Knowledge Base Template-Mar-08-2023-04-32-03-6907-PM

      2.     Select the Receipt No. to be deleted 

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      3.     Select DELETE 

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