Changing completed transactions codes
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Kerri Verwaayen
Hi. I tried to change the code of a transaction that was already included in a previous GST return. I only wanted to change the code, did not change the amount, but for some reason the system said the amount had changed by 1 cent and now the GST was not correct and I should manually change that.... that sounded like way too much work, so I left it. But that is not good enough. If I do not change the amount, I should be able to change the codes without any problems. It happened twice ..... in half an hour.
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Andrew Tripp
I got a validation error and couldn't even change the code. That was on a transaction that was made through generating an invoice. Once it had been through a GST return can not even change the code
Farm focus
complete
Great News - you can now edit a code directly on your Completed screen without having to go into each individual transation. See our help center to learn more https://help.farmfocus.nz/en/articles/5699546-edit-a-code-in-your-completed-screen
Farm focus
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GRANT SKILTON
Just found a similar issue, needed to edit a quantity for a May transaction, but no cant do that... we used to be able to do such things in CMR, and provided it didnt change the GST it was fine, and if it did, the adjustment was made in the next GST return automatically.
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Sarah at Farm Focus
Hi Kerri & Peter. Thank you both for your feedback.
Kerri - Can you please tell me what date is on the transaction that you wanted to change the code? We released a fix for this in mid March which applies to invoices and transactions created after that date. If the date on your transaction is prior to March you can you contact our support team to get this fixed for you.
Peter - The transaction only has to be reversed if you are changing something that affects the amount or type of GST. If you are simply changing the code to another code of the same GST type then you do not need to do a reversal.
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Sally - Farm Focus
under review
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Sandra Mitchell
I agree need to be able to change codes after the transaction has be locked into the GST return. When reviewing the cashflow sometimes I find an error in the coding and need to correct it. In cashmanager I could do this quite easily with minimal key strokes. Now the transaction has to be reversed and re entered with the correct code a lot more key strokes and I have to get my wife to do it - because I don't know how and don't have the time. The idea of software is to make life easier not harder. PLEASE fix, Regards Peter
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Diana Baird
Sandra Mitchell: (and Peter!) Yes, and it is not straightforward to do that reversal... the needs action and completed are different screens. It would be good to be able to add book entries directly from the Completed screen e.g. a popup window so that you can see the needed details...date, code, amount etc