Opened POs dated in closed month, how do make changes to these open POs?

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Gloria Leung
Gloria Leung Member Posts: 1 ✭
edited September 2019 in Accounts Hosted
We have been struggling with open POs dated prior to the closed month - no one can amend the PO if it is dated in the months which were closed, but the PO is still open.  We do not prefer to give password to the team for reopening the month.  What's the best way to get around it?

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  • Acctd4
    Acctd4 Accredited Partner Posts: 3,408 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited September 2019
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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

    shazinoz2@bigpond.com

    www.accounted4bs.com

    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

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

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