The steps to delete an Item Receipt are still the same, annetownsend88.
However, you'll need to enter the password that was created when the year was closed. You'll get a prompt that the transaction you're deleting is part of a closed period.
We would also recommend reaching out to your accountant before deleting it. It will still affect last year's Balance Sheet or other financial report even if a bill was not created for the Item Receipt. Follow these steps on how to delete it:
- Go to the Vendor Center and proceed to the Transactions tab.
- Select Item Receipts and change the Date filter to Last Year or Last Fiscal Year.
- Double-click on the Item Receipt to open it.
- Click the Delete button and select OK to confirm that you want to delete it.
Add a reply below if you have follow-up questions or if you need additional assistance when editing old transactions.
