[b]Help With Something on Sage Instant Accounts[/b]

System

Hi Guys,

Im doing a home learning course & i am getting frustrated with Sage. I thought it would be user friendly but it isnt!! Its impossoble to get round..

Can someone tell me how to unallocate payments? Even if you can? In 1 of my questions it says that i have to allocate a particular invoice and part payment on that invoice. Then in the next question it says that i need to ammed the invoice which should unallocate the payment but it doesnt. I think i might have to go back to the beginning and start a fresh with a clean slate on Sage. I have made a couple of errors which i think i have put right but maybe i have put them right wrongly - which will inevitably throw the whole accounts!! :roll:

Its a simple question that i cant even do - how sad is that!

Someone please help? :shock:

System

Re:Help With Something on Sage Instant Accounts

Are you sure it says amend the invoice?

I think it means amend the payment to unallocate the payment to that invoice. In which case you would go to file, maintenance, corrections. You would then need to find the transaction - easiest if you know trans no., or ref no if you know that eg cheque number. I would delete the payment transaction - as long as haven't already reconciled the bank acc this will not effect the bank rec. You will then need to apply the payment to something .... does it say what you are to do with the now unallocated payment?

Hope this helps.

Jan

System

Re:Help With Something on Sage Instant Accounts

Actually I have figured it out - thankyou!

I just read the question again properly.

I managed to redo what i needed to..... Now i am stuck on a manual question!