Correcting the period for posted transactions

If you post a payroll transaction to the wrong period, you can correct the period in the 5-2-2 Payroll Records window. This procedure updates the existing record directly to move it to the new period, rather than reversing and replacing the existing record.

Note: You must be logged in to the company as a company administrator with exclusive access to change the period of a posted transaction.

To correct the period on a posted transaction:

  1. Open the 5-2-2 Payroll Records window.
  2. Select the employee record using the data control.
  3. Click Options > Modify Transactions for Posted Payroll.
  4. In the Modify Transactions for Posted Payroll window that appears:

    1. Enter payroll record selection criteria to identify the payroll transaction you want to change.

      Tip: To ensure that you identify correctly the transactions you want to change, click the [Preview] button to view a list of records that match the criteria you specified. Then, refine the selection criteria to ensure that only the transactions you want to change are included.

    2. In the Change Accounting Period to box, select the correct period to which to post the transactions.

    3. Click [Preview] to ensure that you have identified the correct transactions.

      Note: You cannot proceed until you preview the transactions.

    4. Click [Change Records].

    Sage 100 Contractor:

    • Updates all payroll records that have a ledger reference, including Void records.
    • Updates the general ledger and job and equipment costs with the new period and fiscal year.
    • Recalculates the ledger balances.