Edit a Receivable Cheque
You can edit a receivable cheque, but the available fields depend on its status; after it’s collected, deposited, or rejected, its main details are locked.
Required permissionsManage Receivable Cheques, set from Manage Employee Roles.
How to accessReceivable Cheques → open the cheque → Edit, or from the cheques list.
Contents
What can be edited by status
| Status | Editable fields |
|---|---|
| Received | All fields except the Cheque Number. |
| Deposited | Deposit Date, Deposit Notes, and the attachment. |
| Collected | Collect Date, Collect Notes, and the attachment. |
| Rejected | Reject Date, Reject Notes, and the attachment. |
To edit the amount or the accounts of a collected, deposited, or rejected cheque, undo the stage first until it goes back to Received.
Steps
- Open the cheque and click Edit.
- Edit the available fields.
- Click Save; the message Receivable cheque updated successfully appears.
Effect on journal entries
- Editing a Received cheque updates the receipt entry.
- Editing a stage date updates that stage’s entry.
Common problems and solutions
| Message | Reason | Solution |
|---|---|---|
| The date must be greater than or equal to the cheque issue date | A deposit or rejection date is before the issue date. | Correct the date. |
| This date is in a closed financial period | The date is within a closed period. | Choose a date outside the closed period or open the period. |
FAQs
Why can’t I edit the amount?
Because the cheque isn’t Received; undo the stage first.
Can I change the cheque number?
No. Delete the cheque while it’s Received and add it again.