DFS: How to edit a Closed Batch

 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:

  1. Make a correction batch (named the same as the original with -Correction at the end of its name)
  2. 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. 
  3. 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.
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