You can modify transaction dates and post months. For example, you posted some payables in May and want to move them to June. Using the Update Transaction Date feature, you can quickly find the transactions and change their post month.
To change transaction dates and post months
Go to Admin > Toolbox > Update Transaction Date.
Select the Transaction Type. The screen defaults to Charge; in the example shown above, we changed it to Payable. If you need to locate a Payment, change the Transaction Type to Check and so on.
Complete the other fields as needed to filter the transactions. For the example, we entered a Property and a Date Range.
Click Find. The bottom half of the screen displays the matching transactions.
Select the transactions you want to update.
Complete the New Post Month and the New Tran Date fields.
Note: These fields appear in the top part of the screen, after you click Find.
Click Update.
Breeze modifies the transactions and displays a confirmation message.
Updating Rent and Sales Tax Charges
If you charge sales tax on rent, Breeze creates two charges: one for rent and one for sales tax. If you update the post month on the rent charge, be sure to update the sales tax charge as well (and vice versa).
Note: This tool will not allow you to update charge codes.
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