DESCRIPTION
This article is written with step-by-step Instructions to Rectify/fix the incorrect GST amount of a Creditor Invoice (UNPAID).
NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs.
STEPS TO FOLLOW
PART A | Save the Original Creditor Invoice (incorrect GST) template
1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Creditor Invoice/Credit Notes (LACRINV) program
3. Creditor Invoice/Credit Note Entry screen appears
4. Find Audit ID e.g. 155089 (use search icon)
5. Click on Templates tab (from Menu Bar)
6. Select Save Template option
7. Enter e.g. OP in the wizard box
8. Click OK button
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9. Click OK to Save successfully
PART B | Reverse the Original Creditor Invoice (incorrect GST)
1. Click on Create Reversal button (from Menu Bar)
2. Type in the Reason
3. Click on OK button
4. Click Yes button
PART C | Use Saved Template (PART A) to rectify/fix
1. Click on Templates tab (from Menu Bar)
2. Select Retrieve Template option
3. Select e.g. OP
4. Click on Select button
5. Click on Line 1
6. Click on Adjust GST button (bottom right side)
7. Enter GST e.g. 8.26 in New GST Line Amount
8. Select Reason for Adjustment and Authorised By
9. Click OK button
10. Enter Credit Note No. e.g. OPS25041000
11. Click on Green Tick ✅ to Save the change/update
PART D | Clear/Remove the Saved Template (PART A)
1. Click on Templates tab (from Menu Bar)
2. Select Delete Template option
3. Select e.g. OP
4. Click on Select button
5. Click Yes button
6. Click OK button
*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***
Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email: opsupport@dyedurham.com