Data Viewer: Invoice settings

In Paladin’s Data Viewer, you can edit invoice purchase order numbers, project names, and invoice dates.

Note: To make these changes, you must have manager credentials.

1. In Paladin, from the top menu, select Maintain > Data Viewer.
2. Select the Invoices tab.
3. On the Invoices tab, on the View tab, specify the search criteria for the invoices that you want to edit, then click Get Data.
   

Figure 1: Data Viewer/Invoices tab/View tab

4. Make changes to the invoice values in any of the following columns:
   • DateTime: Transaction date and time
   • PO_Number: Purchase order number or memo
   • Project: Project name

Figure 2: Data Viewer/Invoice values options

5. Click Save, then close the Data Viewer.

If you change the DateTime value, the original invoice will include a note about the change, including the original date when it was changed and which employee made the change.

Figure 3: Invoice with Date Changed note

Note: When you change the DateTime value, the following accounting issues can occur:

• Comparative Revenue report values for reports created before and after the DateTime change may no longer match.
• General ledger values from before and after the DateTime change may no longer match.
• You may have problems reconciling cash, inventory, and accounts receivable amounts.
• A customer’s purchase from a previous month-end statement may reappear on the current month-end statement after the DateTime change.

Note: When you change the PO_number and Project values, store records will no longer match the original invoices, receipts, and statements.