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ReportHow do I transfer transactions from an "Open" status into "History"?
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How do I transfer transactions from an "Open" status into "History"?
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Thanks for the reply Hossam. I missed his follow up comment.
Paid Transaction Removal should accomplish what you are looking for. You may want to make it part of your daily accounting tasks.
This is the link
I am using GP version 10. I am in the Sales Module, using the Apply Sales Documents screen to apply payments to individual invoices. I pull up the payment I want and apply it to the invoice using the check box next to the invoice number, then I click OK at the top of the screen to save it. I applied the full amount of the payment to the invoice so that balance is zero. I research the payment and invoice and they are both still sitting in the customer subsidary ledger in an "open" status. If I can move them into "history" then they will clear the subsidary ledger.
First question I have is what kind of transaction are you wanting to transfer?
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