{"id":157979,"date":"2026-10-27T13:46:57","date_gmt":"2026-10-27T13:46:57","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&#038;p=157979"},"modified":"2026-11-10T13:51:19","modified_gmt":"2026-11-10T13:51:19","slug":"edit-a-receivable-cheque","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/edit-a-receivable-cheque\/","title":{"rendered":"Edit a Receivable Cheque"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You can edit a receivable cheque, but the available fields depend on its status; after it&#8217;s collected, deposited, or rejected, its main details are locked.<\/p>\n<div style=\"background: #f6f8fb; border: 1px solid #e5e7eb; border-radius: 8px; padding: 12px 16px; margin: 0 0 20px; font-size: 15px; line-height: 1.8;\">\n<div style=\"display: flex; gap: 8px; padding: 4px 0;\"><span style=\"min-width: 120px; color: #6b7280;\">Required permissions<\/span><span style=\"color: #1f2430;\"><strong style=\"color: #111827;\">Manage Receivable Cheques<\/strong>, set from <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/roles\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Manage Employee Roles<\/strong><\/a>.<\/span><\/div>\n<div style=\"display: flex; gap: 8px; padding: 4px 0;\"><span style=\"min-width: 120px; color: #6b7280;\">How to access<\/span><span style=\"color: #1f2430;\"><a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/receivable_cheques\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Receivable Cheques<\/strong><\/a> \u2192 open the cheque \u2192 <strong style=\"color: #111827;\">Edit<\/strong>, or from the cheques list.<\/span><\/div>\n<\/div>\n<div style=\"border: 1px solid #e5e7eb; border-radius: 8px; padding: 12px 16px; margin: 0 0 20px;\">\n<p style=\"margin: 0 0 6px; font-weight: bold; color: #111827;\">Contents<\/p>\n<ol style=\"margin: 0; padding-left: 22px;\">\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#allowed\"><strong style=\"color: #1a56db;\">What can be edited by status<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#steps\"><strong style=\"color: #1a56db;\">Steps<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#effect\"><strong style=\"color: #1a56db;\">Effect on journal entries<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#errors\"><strong style=\"color: #1a56db;\">Common problems and solutions<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#faq\"><strong style=\"color: #1a56db;\">FAQs<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n<h2 id=\"allowed\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">What can be edited by status<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Status<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Editable fields<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Received<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">All fields except the <strong style=\"color: #111827;\">Cheque Number<\/strong>.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Deposited<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Deposit Date<\/strong>, <strong style=\"color: #111827;\">Deposit Notes<\/strong>, and the attachment.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Collected<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Collect Date<\/strong>, <strong style=\"color: #111827;\">Collect Notes<\/strong>, and the attachment.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Rejected<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Reject Date<\/strong>, <strong style=\"color: #111827;\">Reject Notes<\/strong>, and the attachment.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">To edit the amount or the accounts of a collected, deposited, or rejected cheque, undo the stage first until it goes back to <strong style=\"color: #111827;\">Received<\/strong>.<\/p>\n<h2 id=\"steps\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Steps<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Open the cheque and click <strong style=\"color: #111827;\">Edit<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Edit the available fields.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click <strong style=\"color: #111827;\">Save<\/strong>; the message <strong style=\"color: #111827;\">Receivable cheque updated successfully<\/strong> appears.<\/li>\n<\/ol>\n<h2 id=\"effect\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Effect on journal entries<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Editing a <strong style=\"color: #111827;\">Received<\/strong> cheque updates the receipt entry.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Editing a stage date updates that stage&#8217;s entry.<\/li>\n<\/ul>\n<h2 id=\"errors\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Common problems and solutions<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Message<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Reason<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Solution<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">The date must be greater than or equal to the cheque issue date<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">A deposit or rejection date is before the issue date.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Correct the date.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">This date is in a closed financial period<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The date is within a closed period.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Choose a date outside the closed period or open the period.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"faq\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">FAQs<\/h2>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why can&#8217;t I edit the amount?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Because the cheque isn&#8217;t <strong style=\"color: #111827;\">Received<\/strong>; undo the stage first.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Can I change the cheque number?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">No. Delete the cheque while it&#8217;s <strong style=\"color: #111827;\">Received<\/strong> and add it again.<\/p>\n<\/div>\n","protected":false},"author":39,"featured_media":0,"template":"","categories":[2122,2124],"tags":[29940,29944,29945,29942,29941,29943,29946,29947],"class_list":["post-157979","tutorial","type-tutorial","status-publish","hentry","category-cheque-cycle","category-manage-receivable-cheques","tag-edit-a-receivable-cheque","tag-edit-receivable-cheque","tag-edit-the-cheque-amount","tag-edit-the-collect-date","tag-edit-the-deposit-date","tag-edit-the-reject-date","tag-receivable-cheque-updated-successfully","tag-why-i-cant-edit-the-cheque"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Edit a Receivable Cheque - Daftra 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