Correct a posted document

A posted document never changes. To correct a posted journal voucher, receipt, payment, transfer or party set-off, use Correct. The correction stays in the month of the original, so the original, its reversal and the correction show together in the ledgers and the statements.

You must have the permission to post the document type. The month of the original must be open or reopened. To correct a document in a locked month, an administrator reopens the month first. Refer to Lock and reopen the months.

Make the correction

1. Open the posted document.
2. Select Correct.
3. Type the reason. Select Make the copy.
4. The draft copy opens. It has the same date, lines and amounts as the original.
5. Change the copy. For example, change an amount.
6. Select Post the correction.

When you post the correction, the system does these two steps together:

• It reverses the original on the date of the original, with your reason.
• It posts the copy with a new number.

Until you post the copy, nothing changes in the books. To stop, delete the draft copy.

Note: the date of the copy must stay in the month of the original. To move a document to another month, reverse it and make a new document.

The links

• The original shows "Corrected by" and the number of the correction.
• The correction shows "Corrects" and the number of the original.
• While the draft copy waits, the original shows "A correction draft of this document waits", with a link to the draft.

The automatic posting never posts a correction draft. A correction draft in a month stops the lock of the month until you post or delete it.