Sunday, 06 July 2014
Sunday, 06 July 2014 16:26:00 (AUS Eastern Standard Time, UTC+10:00)

While reviewing your Income & Expenditure reports, if you find a transaction that has the wrong BOMA (Chart of Account) code, you can easily rectify that code by following the steps below:

1. Do a quick backup of your current data

2. Go into Other > Utilities > Update transaction

3. Bring up the owner who has the wrong transaction code

4. Select the month and year that the wrong transaction occurred in

5. Click on ‘Search F5’ to view all the transactions within the selected period

6. Locate the transaction with the wrong BOMA code, highlight the wrong transaction and click on the ‘Change’ button

7. In the field ‘New BOMA Code’ enter the correct BOMA code and then select ‘Save F12’ to save your changes

You can also download these steps in the Knowledgebase.