I need to change the date of a posted insurance payment. When I go to edit the payment, the date box won't allow me to change it. Anyone know how to do this?
Also, some insurance was entered as Electronic Payment. This type of payment doesn't reflect which insurance paid on reports. It comes out as Electronic Transfer on Multiple Day Report. Anyone know how to change payment from Electronic Payment to Check?
Post by friscoeyeassociates on Dec 29, 2015 16:31:52 GMT -6
Just clicking on the posted payment from the initial invoice screen will pull up a dialog box with more detailed information but it will not allow you to edit.
In order to edit a line item or payment line, you must click on the "Edit Invoice" button towards the bottom of the initial invoice screen. Once inside the edit invoice screen you should now see your previously entered line items and payments in the upper right hand portion of the screen. Now double clicking on the line item or payment will bring up the detailed dialog box again but now you should be able to edit the details such as date and payment type.
Thank you! Thank you! Thank you! I don't know why there isn't a date box on the screen when you go to make payments. Every transaction needs to have the correct date. I went back and corrected everything, thanks to you. Have a Happy New Year!
You can edit the date if you use the Mass Insurance Check. Date box in lower right hand corner. It generally (but not always) defaults to current date. I use current date for posting and include the remit date in the memo field. That way, our Daily report does not change day to day. That would drive my bookkeeper and accountant nuts!
Don't let what you can't do keep you from doing what you can do!