How to edit a Closed Batch
To correct a posting in a closed batch you will need to make a correction posting in a correction batch. For this process, do the following:
- Make a correction batch (named the same as the original with -Correction at the end of its name)
- In this new correction batch, make a posting identical to the original incorrect posting (same date, fund, family, and amount) except make the amounts negative so it will look like the posting never happened.
- Then if the posting needs to be re-posted to a different date, fund, amount, or family, post it again in this same correction batch but in a positive amount with the corrected information.