DESCRIPTION
This article is written with step-by-step Instructions to Rectify/fix the wrong Matter Number 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 | Check the Creditor Enquiry program
1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Creditor Enquiry (LACRENQ) program
3. Search the required Creditor name
4. Click on the Transactions tab
5. Select the Type: All
6. Double-Click on the Reversal - Creditor Invoice (wrong Matter number)
PART B | Save the Reversed Invoice template (wrong Matter number) template
1. Creditor Invoice/Credit Note Entry screen appears
4. Creditor Invoice will show the Reversed C/Invoice
5. Click on Templates tab (from Menu Bar)
6. Select Save Template option
7. Enter e.g. REVERSED C/INVOICE in the wizard box
8. Click OK button
9. Click OK to Save successfully
PART C | Use a Saved Template (PART A) to Recreate the Creditor Invoice with the Correct Matter number
1. Click on Templates tab (from Menu Bar)
2. Select Retrieve Template option
3. Select e.g. REVERSED C/INVOICE
4. Click on Select button
5. Click on each Transaction line to update the Matter Number
6. You must update the GST from Adjust GST button (bottom right side)
7. Select Reason for Adjustment and Authorised By
9. Click OK button
10. 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