| It won't let me change
or delete a record!
Goldenseal accounting
software locks records whenever
it would cause errors in your accounting, if you changed
them.
For example, when you've paid for a Material
Purchase,
you can't change the cost of the purchase, since the expense
would then not match the check that paid for it.
Changing Locked Records
To change a locked record, you first need to clear out the items that locked it.
For example, to change a paid material purchase, follow these steps:
- Locate the banking
transaction that paid for
it (choose Payment Transaction from the View menu to
see it).
- Delete the payment, or change its status to Void and save the record.
- You'll now be able to change the purchase.
Other Locked Records
Here are some other cases where a record will be locked or un-deletable:
- Accounts are locked once you've entered transactions that include them. If the account is inactive, change its
status to Inactive or Closed, and it won't show up in menus. You can also clear the account from
all transactions that use it.
- Bank
transactions are locked once they have been cleared (with something in the Reconcile field at upper
right). Clear the Reconcile field, leave the record and come back-- and you'll be able to change
it.
- Estimates are locked when they are included in a Project account. Remove them from the Estimate field
in the Project and save the record.
- Expense
transactions are locked when they are paid, or when they are used in time
and materials billing.
Clear the payment or bill as described above, and Goldenseal will unlock the expense record.
- Labor
Hours are locked once you've run payroll on them. You'll first need to void or delete the paycheck
as described above. Then delete the Payroll
Record that includes the hours.
- Sales are locked once funds are deposited. Void or delete the Bank
Deposit to unlock them.
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accounting topics.
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