Reckon one edit tax code on bill

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How do you edit an entered and paid bill in Reckon one to correct the tax code?
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Heidy S

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Posted 3 years ago

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Rav, Community Manager

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Hi Heidy,

Check out this post on a related thread, it should have the steps you're looking for.

Let me know if you have any questions

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21 Feb 2017

Hi Heidy,

Just some additional comments to Rav's reply.

1. View the paid bill in question.
2. Click the 'Already paid' amount which is shown in blue/green text in the bottom right section of the bill.
3. A tool tip will appear showing the linked payment info with an option to 'Unlink'.
4. Click the 'Unlink' option and confirm the unlink message prompt that follows. The payment won't be deleted however it will no longer be linked to the bill.
5. Once the payment is unlinked, the bill will be editible. Edit the bill and make your required changes and re-save the bill.
6. Once the bill has been updated and re-saved, view the bill and click 'Make payment'. At the bottom of the bill you should see a credit in red text for the unlinked payment. Select the tick box 'Apply available transactions' and click 'Save'. This will relink the unlinked payment to the bill. The bill should now be paid again.