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Changes to Vat reconciled transactions

Kashflow has recently been changed so that any transaction that has been reconciled for Vat cannot be edited.

This makes life very difficult and I think that you should be able to still make limited changes such as reference number and nominal code after it has been included for Vat.

Every other accounting package that I use allow you to do this except for Kashflow.

  • Guest
  • Mar 26 2019
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  • Matt commented
    01 Apr 13:11

    Agreed.  I have needed to edit supplier references before now and I am unable to do it because of the lock.

  • Guest commented
    05 Apr 04:18

    Agreed, nightmare and messy creating credit notes to fix.

  • G B commented
    11 Jun 07:00

     

    You can change the nominal codes that an invoice has been posted to, but not through the nominal ledger report or the invoice screen.  It's done in a weird place, but does work.

     

    Go to Settings --->  Chart of Account

    Click on the 3 lines on the right for the code with the wrong postings.

    Tick the transactions in the incorrect code (boxes on right)

    Go down to the bottom where it states 'Selected Items:'

    Change the option from 'Select an Action' to 'Re-Assign selected transactions'

    It will take you to  another screen

    Select the code to where you want the ticked items to get posted

    Click 'Re-assign Transaction'

     

    This will move the transactions without bring effected by any lock (like the VAT lock)

    Useful for moving misposted items by clients as part of the year end accounts