Opened POs dated in closed month, how do make changes to these open POs?
Gloria Leung
Member Posts: 1 Novice Member 
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Hi Gloria
You can edit each User’s permission to be able to:
- Edit & delete transactions (only in areas they already have access to)
including also having
- Ability to change or delete transactions recorded before the closing date
Unfortunately, you have to allow the first option in order to also allow the 2nd so I would recommend generating & memorising the Audit Trail report & checking it regularly to ensure any posting transactions aren’t inadvertently changed.
This is accessed under the “Company” dropdown menu > Set Up Users
(NB – Only “Admin” User can add/edit/delete User permissions)
Shaz Hughes Dip(Fin) ACQ NSW, MICB
Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)
Accounted 4 Bookkeeping Services
Ballajura, WA
0422 886 003
Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
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