How To: Change the Date of a Batch

Table Of Contents

Introduction
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Introduction

If a batch has been banked with the wrong date, you can update the banking date directly from the Bank Account screen.
This is useful when correcting data entry errors or when a batch was banked on a different date to the one originally recorded.

Change the Date of a Banked Batch

  1. Open an Accounts screen (show me how).
  2. Open the [ Bank Account ] screen.
  3. Enter Edit Mode by pressing Alt + E or clicking Edit.
  4. Highlight the batch you want to update.
  5. Right-click the selected batch and choose Change Date (selected rows) from the context menu.
  6. Enter the new banking date in the format DD/MM/YYYY.
  7. Click OK.
  8. Press Ctrl + S or click Save to apply the change.

Result

The selected batch will be updated with the new banking date.

Tips

  • Double-check the date before saving to ensure it matches your bank records.
  • Use the DD/MM/YYYY format when entering the revised date.
  • If multiple batches require the same date change, select them together before using the Change Date (selected rows) option.

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