I am new to Financial Edge and I have two invoices that need to be reversed so the amounts can be changed. I can't see how to do this though. My predessor was making journal entries for GL account changes and had never reversed an invoice. Can someone out there please help me =)

You shouldn't have to reverse anything just click on the amount and change it. Unless you have already cut the check - then the check needs to be void & the Invoice goes back to being open.

For us, once an invoice is posted (but before payment) we have to open the invoice, click on Invoice in the menu bar, then choose "New Adjustment" to change the amount. It also allows you to change the distribution if needed.

We do it the same way by going into the AP and using the new adjustment method. If you already have printed the check you will need to void the check and then you should be able to make the new adjustment. I have found you can only adjust an invoice once. If it needs done again, for some reason,I haven't been able to do it on the same invoice a second time.

Linda, my experience has been the same--that you can only adjust an invoice once.

We have been able to adjust the A/P invoice more than once. The quirk is that after the first adjustment is made, the button for "New Adjustment" dissapears from the menu bar and is relocated to the "Adjustment" tab in the invoice record.

Great. I'm glad you replied regarding the adjustment. I will look for that in the future. Thanks.

I have adjusted invoices several times (I either get the expense account wrong sometimes, or the project, or both:), and I can tell you it's absolutely possible to go beyond the first adjustment and make as many as you need on the same invoice... FIRST time you adjust - open the invoice, click the little icon with the hammer on the top called 'adjustment' SECOND TIME and after - you still need to open the invoice, then you'll have a new tab called 'adjustments' available (I have it after my 'notes' tab, it's my last tab after invoice/gl distribution/payments-credits/attributes/notes) and you can there make a new adjustment... be careful to pick the right 'post date' for the adjustment, it does not necessarily have to coincide with the default date the system gives you (I think it's today's date) - you do have flexibility and can pick whatever you need to keep your fiscal periods straight...also if you are adjusting a bunch of invoices for the same reason, you can pick a standard 'reason for adjustment' that makes sense to you and you can query on that quickly (inovice query), I'd recommend you don't just say 'mistake' in the reason for adjusting hope it helps! Alice