Forum Discussion

BeckyOrmsby's avatar
4 months ago
Solved

Deleting Deposits recorded in error

Hoping someone can help. We have a "deposit" recorded in error on a bill and is now sitting on the balance sheet. We need to delete the transaction but are unable. There was a credit note for the "deposit" balance Can someone advise the best way to delete? 

  • Hi BeckyOrmsby,

     

    Thank you for your post and your patience in waiting for a response.

     

    You can't simply delete the deposit. You'll need to create a supplier debit for the original bill and settle the debit. Further information about the process can be found in this Help article, Supplier Deposits.

     

    Feel free to create a new post if you require further assistance.

     

    If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

     

    Cheers,

    Princess

1 Reply

  • Hi BeckyOrmsby,

     

    Thank you for your post and your patience in waiting for a response.

     

    You can't simply delete the deposit. You'll need to create a supplier debit for the original bill and settle the debit. Further information about the process can be found in this Help article, Supplier Deposits.

     

    Feel free to create a new post if you require further assistance.

     

    If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

     

    Cheers,

    Princess