Hi
I’ve just noticed that my sales invoices have been automatically categorised at General Sales. I have corrected it for future invoices, but for existing invoices I’ve attempted to correct them, but they are not moving unless I delete the entire invoice and start again. Is there an easier way?
Susannah
Have you tried move to new code option while at nominal detail page
Hi @susie
You may be able to do this using the bulk re-coding tool, which allows you to move entries in one nominal code to another.
There’s more information on this here: Bulk change incorrect postings
Thank you that’s helpful. However, what about invoices that are split into more than one category?
As in moving them from General Sales to 2 or more nominals? You would need to modify the invoice to do this. If it’s locked (e.g. because of a VAT return or year end), this wouldn’t be possible unless you release the lock.
What you may find easier however, is just to create a journal moving the totals rather than individual invoices.
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