Changing Paid & Posted Transactions

I can't change a purchase marked Paid!

Goldenseal "locks" transactions that have been paid, or that have been included in the billing for a time and materials project.

You can change some fields, but you can't change the account or amount, since that would cause a mis-match between your cost transactions and the bank transactions that pay for them (or the T&M bill).

HINT- Some older versions of Goldenseal "locked" some fields unnecessarily. Newer versions allow you to change job cost fields, and any other items that won't cause accounting problems.

Unlocking Records

To unlock an expense transaction so you can change it, follow these steps:

1. Choose Material Purchases from the Costs menu. HINT-- the same process also works for Subcontractor Costs and Other Costs.
2. Locate the Paid record that you'd like to change.
3. Choose Payment Transaction from the View menu. Goldenseal will show the bank transaction that pays for this item.
4. Change the bank transaction's status to Void. Hit the Enter key to save it. NOTE-- If the bank transaction has Cleared status, it will be locked. You can temporarily unlock it by removing the value from the Reconcile field (you'll need to leave the record and then come back to it).
5. You'll now be able to change the Material Purchase transaction.
6. When you are finished, change the amount of the bank transaction if necessary, and also change its Status field back to Entered. If it has already cleared, also enter a value back into the Reconcile field.

To return to expense topics, click here.

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