correct error after finalisaiton report

Hi Tomfinch,

Unfortunately not an easier way and no way to change default bank account for bill payments that I know of.

In future I would recommend creating bill from the purchases area and then linking document, and from their there is a direct link to record supplier payment straight after where you can select the pay from account.

Or if you don't need to enter transactions as bills, ie don't need it for account tracking or reports purposes, I would save yourself more time and enter all COD transactions as spend money transactions as this allows you to select the pay from "bank account" also and categorise to the expense account all in the one transaction.

or from uploads area create spend money transaction option.

Hope all this helps. ;-)

Hi tomfinch,

The only way to fix this is to manually change the account from the transaction itself or use the option I mentioned earlier. When picking a credit card as the payment method for uploaded documents, you'll see a field for the category code. Just click on this field and select the setup category code for the credit card account you want to use for the payment. For more info, check out this link.

If you need more help, you can reach out to our support team on live chat via the virtual assistant MOCA or submit a support ticket via MyAccount.

Cheers,

Princess

Hi tomfinch,

That does sound like a bit of a mess, especially with a lot of transactions to correct. You've got a couple of ways to sort it out. You can either delete or reverse the transactions and then reenter them with the correct account. Alternatively, you can use the categorise option, which might be particularly helpful in your situation.

Cheers,

Princess