All Collections
Troubleshooting & FAQ
GST
Correct the coding on a transaction in a finalised GST return
Correct the coding on a transaction in a finalised GST return
Coded transactions can be corrected at any time, even if they're locked into finalised GST returns.
Support Team avatar
Written by Support Team
Updated over a week ago

If a transaction has been locked into a finalised GST return, you can edit it as long as:

  • The amount of the transaction and coded lines remain the same

  • The GST content for each coded line also stays the same

If you need to change the overall amount of the transaction, the GST content, or add additional coded lines, have a look at  How to create a reversal transaction.

How to correct a coded transaction

  1. In the Actuals screen, go to the Completed tab.

  2. Select the view you want to use to locate the item.  Transactions displays the whole transaction while Coded Lines displays each item by code.

  3. Locate the transaction or coded line you want to edit

  4. Select the three menu dots and choose View Transaction to open the transaction

TIP:  Transactions and coded lines that have been included in a finalised GST return are indicated by the symbol to the left of the date.

  1. Allocate the correct code, while ensuring the GST type and overall amount remain the same.

  2. Click Save.

What if I have matched the transaction to an invoice?

If your transaction had been matched to a coded invoice, then you will need to change the coding within the invoice rather than in the transaction.

  1. From the Transaction view, click on Matched Invoice and this will take you into the Invoice view to alter your coding. Click Save to complete.

Did this answer your question?