Editing and Reposting Documents

Some Of the nominals and ledgers used in this topic may be different to those in your chart of accounts.

There may be occasions where a document has been created in IRIS Financials but there is an error in the details entered on the document input form. If required, you can correct any errors on a posted document by editing and reposting the document. For example, the value has been entered as £1,000 but it was supposed to be for an invoice total of £100.00.

Alternatively, if the document has not been paid, you can cancel the document and enter the details of the transaction again. For more information, please see Cancelling/Reversing a Document/Transaction.

This topic assumes you are familiar with finding documents from accounts or by running a document enquiry. For more information, please see Viewing Supplier Transactions, Viewing Sales Transactions, and Running a Document Enquiry.

1. On the Document Enquiry window, select the document you want to edit, then select EDIT.
   

2. A PSFJournal document input form is displayed populated with the details of the transaction to be edited. Make the required changes to the details, then select POST to post the updated document.
   

3. On the Document Enquiry window, the updated transactions are displayed in the detail lines of the original document.