Editing & Voiding an AR or AP Transaction After Payment Record is Attached

Once you have applied or created a payment record for a document transaction in Sage Intacct, you can no longer delete that document. This remains true even if the payment record is later voided or removed; the system retains the transaction’s history and prevents deletion of the original document.

To edit or void an AR or AP transaction in Sage Intacct after payment record is attached to it, we have created a video on how to make adjustment entries to reverse these documents if needed. Watch the video below! 

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