Currently, transactions can only be reversed when the Preferences are set to "Transactions CAN'T be changed". I would like to have the option to delete OR reverse in the Edit drop down list so that I don't have to continually change my preferences.
"Reverse Transactions Option"
This would be good for me. I currently each month reverse various provisions and General journal entries then enter the new ones. It would be good to always have the option to either reverse or delete without having to go to changing preferences
Good idea!
Hi Tanya_Spence
Thank you for your idea in regards to AccountRight and reversing/deleting transactions
As per ASWatCR's comment, I have merged your idea with this one already included on the AccountRight Idea Exchange.
What drives your decision to use one option vs the other?
If it's due to a typo I want to be able to go in and change it. But as mentioned above there are situations when the transcation you want to change is, for example, in a locked period, or the transaction has genuinely changed such as an amended invoice but you don't want to delete the original.
It would be really handy to have both "Delete" and "Reverse" options in the dropdown, then limit to "Reverse" if the setting is ticked in preferences.
I agree with this suggestion.
The work around at the moment...
Setup, Preferences, Security
Tick the "must be reversed option"
Ok
Close the bill/invoice thats open.
Reopen the bill thats open.
Do the reversal.
Go back into Setup, Preferences, Security
Untick the "must be reversed option"
Why cant this be an option under the Edit Menu?!
