Credit Card Transaction to wrong expense account

Emily Bastow

We have discovered a credit card transaction was coded to the wrong expense account. It has been recorded and posted. I know I can make the change as a journal entry. but I would like to change the actual transaction so when we look in the vendor file we see the correct expense account. Is there any way to do this?

Kevin Brazell

https://community.blackbaud.com/discussion/86367/credit-card-transaction-to-wrong-expense-account

As long as the invoice is posted, you can do an invoice adjustment to change the expense account. Then post the adjustment to the GL. Open the invoice, click edit. Then go to the distribution field, change the account. When you click save you should get the adjustment screen , example below. Just fill out the fields and validate for the post date you enter on the adjustment :