GEM-BOOKS FAQ
Why certain transactions are blocked, locked or cannot be modified in GEM-BOOKS?
Here are the circumstances that can make a transaction unmodifiable
1- You do not have the necessary rights to modify transactions:
- In this case, you must ask an administrator to give you the necessary rights.
2- The transaction is in a closed period:
- In this case, you must cancel the period associated with the transaction date.
3- The transaction is associated with an invoice from the sales module:
- In this case, the transaction must be modified via the sales module.
4- The transaction is associated with a purchase order from the purchasing module:
- In this context, the transaction must be modified via the purchasing module.
5- The transaction is an invoice to which a payment has already been applied:
- In this case, the payment must first be withdrawn.
6- The transaction is a payment linked to a cheque, direct deposit or pre-authorized payment:
- In this case, the payment must be deleted beforehand.
Other articles on the subject:
Retrieve your Favorite Transactions in GEM-BOOKS
Examples of Common Transactions in GEM-BOOKS
Purchases To Be Entered Manually in Accounting
Transaction Modification History in GEM-BOOKS
Posted
4 weeks
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Bianca da Silveira De Amorim
#2104
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Edited
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