DFS: 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)
  •  Make a posting identical to the original incorrect posting (same date, fund, family, and amount) except for being a negative amount 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, we can post it again in a positive amount (this will just be a normal posting with all information entered as it was desired to be).
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