I just realized that some entries that were in February in payables were posted to period 1 (january) instead of period 2 (february) in G/L. Short of reversing the entries and reentering them, is there something else that I can do to edit the period they were posted to.

Hi Sherri,

If GL batches have been posted, you cannot edit the posted transactions directly. You will either have to enter/post reversing transactions and re-post under the correct period, or you may be able to 'Unpost' that batch and re-post with the correct amounts and periods.

To Unpost, you first have to enable the option in the Ledger Company Profile. Then from the Unpost function menu choice, choice the batch to remove posting. A new batch will be created, which you can edit entries for the correct period. This will save you from having to re-key a number of entries.

If you require to keep the originally posted amounts to the wrong period and the reversing entries to net to zero (for audit purposes), then Unpost the batch with the option to reverse debits/credits and do not delete the posted transactions. In the created batch, delete the entries that are OK, and copy the batch to the correct period. Post both batches.

If you don't need the audit trail, Unpost the batch and delete the posted transactions, but do not reverse the debits and credits. Then in the created batch, change the entries that need it and post the entire batch. This will put back the entries that were originally posted OK and correct those entries with the wrong period.

Whichever methods you choose for unposting, a journal report will be created to show all the unpostings that occured.

Hi Holquist,

A quick way to change the fiscal period of all the entries in a batch is to highlight the batch, Select "Copy", Select "Move batch" and Change period (and perhaps the date too). A new batch will be created with the updated fiscal period and date and the old batch will be deleted.

As always you are the best in your support.....i unposted the batch, changed the period on the 7 entries and reposted the batch to the correct period. It took me about 3 minutes. I can't thank you enough for all your help. Have a great day!!