I created purchases from Receipt Hub documents, then deleted the purchases from Purchase Management because I needed to correct the payment account/due date. The documents in Receipt Hub remain marked as tagged. How do I remove/reset the tag so I can create the purchases again? I tried moving the documents from Document Manager back to Receipt Hub, but QuickFile says the folder is ‘reserved for system’
I don’t know if it’s possible to reset the tag, but you don’t necessarily need to - the due date and the payment account should both be editable on the original purchase, you don’t have to delete it and recreate.
Go to the purchases list, use the buttons at the bottom to view deleted purchases, then you should be able to restore the one you deleted.
Then you can click through to the relevant purchase, use the ⛭ Modify button at the top to edit it, and then you can change the due date and save the purchase.
To change the account from which the purchase was paid, click on the link at the top of the purchase preview that says “A payment #PPnnnnnn has been attributed to this purchase”, which takes you to the payment detail page. On that page there’s a little grey pencil icon next to the account name in the little table at the top, clicking the pencil will let you move the payment to a different bank account.
The alternative would be to create the purchase manually on the “new purchase” screen instead of creating it via the receipt hub, then on the purchase preview screen you can use the “+” button beside “file attachments” to link to this purchase a file that is already in the document manager.
