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how to change the supplier when Explaining an invoice

Question asked by Cath Davis 3 years ago

Hi, I Explained an invoice but forgot to change the supplier and now it won't seem to let me amend that box! Anyone know how I can fix this please? Cheers Cath

4 Replies

Hi Cath,

In order to edit the transaction, you will need to un-allocate it from the (assumably incorrect) invoice. To do this, you should go into the invoice to which the transaction has been allocated and click on 'Void'. It will give the option of deleting just the transaction, which you should click. Once you have done that, it will pop back onto your imported bank statement to be explained, once again.

Hi Cath,

When explaining a transaction you should see a To* dropdown where you can select the supplier, please see the example below:

file

Is this not appearing for you? If so, could you email the bank account and statement it relates to into support@clearbooks.co.uk and I can look into this further for you?

Thanks,

Tommy

Hi,

I already Explained it. I just did it wrong! And now I can't seem to amend it. I can amend some of the fields, but some, including 'Supplier' are greyed out. Is it impossible to amend this once I have clicked Add new transaction?

Thank you

Hi Cath,

In order to edit the transaction, you will need to un-allocate it from the (assumably incorrect) invoice. To do this, you should go into the invoice to which the transaction has been allocated and click on 'Void'. It will give the option of deleting just the transaction, which you should click. Once you have done that, it will pop back onto your imported bank statement to be explained, once again.

That's great, thank you!! I was too scared to click Void lol. It is now back in Explained so all is good :)

Cheers Cath

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