Requiring reasons for correcting or deleting transactions

You can specify if a reason must be entered when transactions are edited or deleted.

Note: Changing the requiring reasons option affects all locations in your organization.

To require reasons for correcting or deleting transactions

1. On the Settings menu, click (or tap) Ledger Options.

   The Ledger Options page opens.

2. Select the Ledger Rules tab.

   

3. Under Other, set the Require reason(s) for transaction revision switch to Yes.

   Note: With this requirement turned off, a reason can still be entered, but is not required, when editing or deleting a transaction.

4. Click (or tap) Save.