| I can't
change a purchase marked Paid!
Goldenseal small
business accounting software "locks" transactions
that have been paid, or that have been included in
the billing for a time
and materials project.
You can change some fields, but you can't change the
account or amount, since that would cause a mis-match between
your cost transactions and the bank transactions that pay
for them (or the T&M bill).
HINT- Early versions of Goldenseal "locked" some
fields unnecessarily. Newer versions allow you to change
job cost fields, and any other items that won't cause
accounting problems.
Unlocking Records
To
unlock an expense transaction so you can change it,
follow these steps:
- Choose Material
Purchases from the Costs menu.
HINT-- the same process also works for Subcontractor
Costs and Other Costs.
- Locate the Paid record that you'd like to change.
- Choose Payment Transaction from the
View menu. Goldenseal will show the bank
transaction that pays for this item.
- Change the bank transaction's status
to Void. Hit the Enter key to save it. NOTE-- If
the bank transaction has Cleared status, it will be locked.
You can temporarily unlock
it by removing the value from the Reconcile
field (you'll need to leave the record and then come
back to it).
- You'll now be able to change the Material Purchase transaction.
- When you are finished, change the amount
of the bank transaction if necessary, and also change
its Status field back to
Entered. If it has already cleared, also enter
a value back into the Reconcile field.
- Hit the Enter key to save the payment
transaction. It will mark the original expense as
Paid again.
Click here to return to expense accounting topics.
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