Change GL account

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

If it becomes apparent during the check of a GL account that the invoice is recorded incorrectly then it is possible to change the GL account of the invoice. You can perform this action from an opened invoice or the relevant cost or revenue account.  

The 'Invoice actions' feature is only available to a user with the 'Back office' role in the domain or the 'Financial administration' or 'External accountant' role.

An invoice can be edited or changed from different places in Yuki:

• Click the Invoice actions button in an opened invoice
• Click the pencil after the invoice line from the GL account.

The following screen is opened:

Click the Change GL account option. The following screen is opened:

Select another GL account en click the Save button. The existing account wil be replaced by the new one. So no corrective general journal entry will be created.