Note: The following instructions will use an Invoice as an example, but the process is similar for other Documents where Posting Attribute corrections are possible.

To make a correction to a documents posting attribute, start by selecting the document you wish to update. Click on the three dots, then choose ‘Corrections’ and select ‘Posting Attribute’.  



A pop-up will appear where you can input the changes:

  • Posting Attribute: Select the attribute you wish to modify (e.g. Cost Centre, Department).

  • Existing Value: The existing value you want to change (e.g. 'Sales' for the ‘Department’ attribute).

  • Line Number: Specify the line number for the change. If you want the change to apply to all lines with the existing attribute, leave this blank.

  • Include Closed Periods: Tick this box if you want to update posting attribute values for closed periods (note: financial years that have rolled over will be ignored).

  • Clear Value: Tick this box if you want to clear the existing posting attribute value.

  • New Value: Select the new value for the attribute (e.g., change ‘Sales’ to ‘Distribution’).

  • Apply to Header or Detail: Choose whether you want the change to apply to the header or the detail.

Once you've made the necessary adjustments, click ‘Apply’, and the document will update with the selected settings.



Warning: If this is a Multi-co or Inter-co document and there are linked documents, then the corrections to the Posting Attributes will not be possible. The option Posting Attribute will no longer show under Corrections.


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How to make corrections on a document.

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