Just started using QuickFile and wondered if it is possible to modify the category on a purchase after payment has been made? There does not appear to be a modify option now I have entered the payment although this seemed possible before payment was made. Not sure if I’m just missing something obvious as I’m still finding my way around QuickFile !
or due to the purchase having been partly or fully credited - in cases where the purchase itself is locked you can still change the category via a slightly different route:
More options
Show nominal ledger entries
click the blue box-with-an-arrow next to the main purchase category code
this takes you to the nominal ledger with that item selected, where you should be able to use the “move to new code” option to change it
Thank you very much! The purchase had been partly credited so that explains why there was no “Modify” button. Your work around did the trick and has sorted this for me
Really appreciate the quick responses and welcome from all!