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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

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 this is dependent on configuration. If, from following the instructions below, you currently 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:

  • Click Transactions (top of screen)



2. Adjust invoice date

  • Right-click the transaction you wish to change
  • Select Adjust invoice date


3. Enter date

  • Enter the required date

  • Click Accept

    The date on the selected transaction will be updated


Info

This change will be reflected on all related reports 

For more information on reports available, click here



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