Reclassify an AP adjustment

To update an adjustment that is in a Selected, Partially paid, or Paid state, you need to reclassify the transaction. Only authorized users can reclassify a transaction and the option to reclassify must be enabled for your company.

Only some fields can be edited when you reclassify a transaction. For example, you can change the account and location dimension for a line item, but you cannot change the amount or add and remove line items.
Subscription

Accounts Payable
Regional availability

All regions, excluding France

User type

Business
Permissions

Accounts Payable

  • Adjustments: List, View, Edit, Reclass
Configuration

Enable reclassification for bills and adjustments selected in Configure Accounts Payable.
  1. Go to Accounts Payable > All > Payments > Adjustments.
  2. Find the adjustment that you want to reclassify.
  3. Select More actions > Edit at the end of the row.
  4. Select Reclassify.

    If you do not see the Reclassify button, it is usually for one of the following reasons:

    • You do not have reclassification enabled in the application configuration.
    • You have not been granted the appropriate permissions to reclassify this transaction type.
    • The transaction is unpaid and you need to edit it instead.
    • The transaction state is Reversed or Reversal and cannot be reclassified.
    • You are trying to reclassify a transaction type that does not support reclassification.

  5. Make your changes.

    • Account number
    • Line item dimensions, such as Location or Department
    • 1099 fields, if the supplier is already set up for 1099 reporting
    • Reference AP supplier invoice number, Description, Attachments, and Memo fields

  6. Select Post.
  1. Go to Accounts Payable > All > Payments > Adjustments.
  2. Find the adjustment that you want to reclassify.
  3. Select Edit.
  4. Select Reclassify.

    If you do not see the Reclassify button, it is usually for one of the following reasons:

    • You do not have reclassification enabled in the application configuration.
    • You have not been granted the appropriate permissions to reclassify this transaction type.
    • The transaction is unpaid and you need to edit it instead.
    • The transaction state is Reversed or Reversal and cannot be reclassified.
    • You are trying to reclassify a transaction type that does not support reclassification.

  5. Make your changes.

    • Account number
    • Line item dimensions, such as Location or Department
    • 1099 fields, if the supplier is already set up for 1099 reporting
    • Reference AP supplier invoice number, Description, Attachments, and Memo fields

  6. Select Post.