Fund transaction has a future date. How to correct it?

Question

I noticed that there is one fund transaction displaying with a future date. The invoice date had been incorrectly entered with that date, so I have corrected it. However, it is still showing in the transaction list as a future-dated transaction.

Answer

To change the date of the transaction:

1. Search the invoice > Action menu (clicking in the three dots) > Set back to Review

2. Action menu > Go to task list 

3. Action menu > Edit

4. Invoice Lines tab > Edit the invoice line and delete the fund > Save

5. You will get a confirmation message that there is no fund > Confirm

6. Edit the invoice line again > Add the fund again > Save

7. In the invoice > Save and continue

8. The transaction date has been updated in the Fund

• Article last edited: 08-Jul-2024