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  • Changing a bill, quote or order




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You can make changes to most purchases (bills, quotes and orders) in a few quick steps...except for these:

  • purchases recorded in a closed financial year. There might be times when you need to enter adjustments for the last financial year. If you've already closed that year, you can still make changes by rolling back the financial year.
  • purchases recorded in a locked period. To change a purchase in a locked period, you first need to unlock the period. However, before making a change, consider how it will affect your accounts and tax reports (such as the GST you have reported).

Before you can change a purchase, set the AccountRight security preference which controls if transactions can be changed.


To set your security preference

To set your security preference

If a purchase transaction has a white zoom arrow next to it, it means it can't be changed. To make it changeable (so it has a blue zoom arrow ), set the following security preference. If your user role allows you to change preferences, you can change this option at any time.

  1. Go to the Setup menu and choose Preferences.
  2. Click the Security tab.
  3. Deselect the option Transactions CAN'T be Changed; They Must be reversed.
    Preferences window with option deselected
  4. Click OK.
To change a purchase

To change a purchase

  1. Go to the Purchases command centre and click Purchases Register.
  2. Click the applicable tab depending on the transaction you want to change.
  3. (Optional) Set the Search By and Dated From and To fields to narrow down your search.
  4. Click the zoom arrow to open the transaction you want to change.
  5. Make the necessary changes.
  6. Click OK.

You can also add and delete lines on a purchase you've recorded.  

Avoid changing the calculated Tax/GST

If you change a purchase's calculated tax/GST using the zoom arrow next to the Tax/GST field, BAS and GST Return calculations could be affected.

To change the supplier on a recorded bill

To change the supplier on a recorded bill

If you need to change the supplier on a recorded bill, here's the fastest way to do it:

  1. Find and open the bill to be modified and save it as a recurring transaction.
  2. Delete the original bill (open the bill, go to the Edit menu and choose Delete Purchase. Learn more about deleting bills.)
  3. Go to Lists > Recurring Transactions, select the recurring transaction you just created and click Use Recurring. A new bill transaction is displayed.
  4. Select the correct supplier for the transaction.
  5. If this message appears, click Cancel.
  6. Ensure all details of the bill are correct then click Record.
  7. Go to Lists > Recurring Transactions, select the recurring transaction then click Delete.