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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAEall regions |
If an invoice has been dated incorrectly or you need to move an item so it shows differently on your records (e.g. in the next financial year), it is possible to adjust an invoice date.
Being able to do carry this is dependent on configuration. If, from following the instructions below, you currently out is dependent on configuration - if you don't have access to this function - , a key contact can click here to raise a configuration request with Reapit Support to enable it.
1. Access estate transactions From the estate record:
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2. Adjust invoice date
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3. Enter date
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Related issues If an invoice has been dated incorrectly or an item needs to be moved, it is possible to adjust an invoice date |