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MAmanSheikh's avatar
MAmanSheikh
Member
3 years ago

How To Change Electronically Paid Bill Category

Hi! We would like to change the assigned categories of our all electroinically paid bills however  becuase bills are already paid so we have to first delete the payments but as we have paid most of o...
Tracey_H's avatar
Tracey_H
Former Staff
3 years ago

Hi MAmanSheikh 

 

Thanks for your post. When bills are paid electronically there are two transactions recorded:

  1. the Pay bills transaction
  2. the electronic payment transaction

To delete a Pay bills transaction that has been paid electronically you would first need to delete the electronic payment transaction.

 

Having said that, reversing the Pay bills transaction should allow you to change the Category for that bill. If you're unable to change the Category go to Setup>>Preferences>>Security tab and make sure Transactions can't be changed; they must be reversed is not ticked.

 

Please let me know if you need further help.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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