Set up reclassification—Accounts Receivable

To allow reclassification of Selected, Partially paid, and Paid transactions, you need to update your Accounts Receivable configuration and grant permissions to users.

1. At the top level, go to Accounts Receivable > Setup > Configuration.
2. In the Enable functionality section, select Enable reclassification for invoices and adjustments.
3. Select Save.
4. Grant reclassification permissions to users who are authorized to reclassify transactions or who need to oversee reclassification.

   Permissions required to reclassify transactions in Accounts Receivable

   User task	Minimum permissions
   Reclassify invoices	Accounts Receivable Invoices: List, View, Edit, Reclass
   Reclassify adjustments	Accounts Receivable Adjustments: List, View, Edit, Reclass
   Review reclassified transactions	Accounts Receivable Reclassification report: Run

   Learn how to assign role-based and user-based permissions.