QUESTION: 

Can a Category Code be edited on a check or receipt after the transaction has been posted?  

 

 

The Category Code Edit journal entry is available to assist with editing any check or receipt that should include a Category Code or that has been posted with the wrong Category Code. 

 

PROCESS: 

From   JE’s  > Edits > Category Code Edit


  1. Choose the Transaction Type to adjust – Check, Receipt, or JE.
  2. Enter the Check, Receipt, or JE Number of the transaction to be corrected and click the Display key.
  3. The detail lines of the check or receipt will be displayed in the grid.
  4. Click the Edit button for the detail line to be edited.  
  5. Select the desired Category Code from the drop down list.
  6. Click the Save button to save the changes.   

A Journal Entry proof sheet is not generated for this type of edit.