How to change the "Receipt into" account once a receipt has been deposited

KB70

Once a Receipt has been deposited, you cannot just edit and change the account into which it was receipted, because the “Receipt into” account has already been credited during the Deposit transaction. The process below outlines how to change the account.

  1. Go to the deposit (click on the hyperlink on the receipt form)
  2. Edit the deposit and remove the receipt
  3. Update the deposit and leave the form on the screen
  4. Edit the receipt, change the account and Update
  5. Edit the deposit and add back the receipt. Update the deposit.

Did you find this article helpful?

If this article is missing information, ambiguous, or didn’t give you clear instructions, let us know and we will make it better! Please email us and quote the KB# in the top left of this article to let us know why it didn’t help you out and we will point you in the direction of additional information.