Fixing Errors - Reversing a posted Charge back to the Hold File

Fixing Errors - Reversing a posted Charge back to the Hold File

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This article is part of the Fixing Errors section.
Find all related articles here


Introduction

If you have made a mistake in a Hold File posting and then processed it to the Charge File, you can reverse this process and amend the details.

Charges with a status of Allocated can’t be amended as they have already been processed to the Charge File.

If you want to amend these, you will need to reverse them back to Normal status.


Reversing an Allocated Hold File entry back to Normal

Alert
You can’t follow this process if the charge has already been invoiced.

To reverse charges from the Charge File back to the Hold File, follow the below steps:
  1. Use the filters at the bottom of the Hold File tab to search for your Allocated entries. (The Hold File will show Normal entries as Default.)

  2. Right click and choose Reverse Charge(s).



  3. Click Yes to confirm you want to reverse



  4. Click OK on the confirmation

Amending a Hold File entry

Once your Hold File entry is back at Normal status, you can follow the below steps to amend the details.
  1. Navigate to the Hold File tab.

  2. Locate your charge using the filters.

  3. Click Amend on the action bar at the bottom.



  4. You can now edit the following:
    1. PL Account
    2. Development
    3. Apportionment
    4. Client
    5. Repair Date
    6. From/ To dates
    7. Charge Type
    8. Budget Heading
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​You can’t amend the amount of the charge. To do this, you will need to do a contra-posting against the original charge to cancel it out and then re-post.
  1. Once you are done editing, click Save and Close.

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