Change a Posted DA In Current Period (not transmitted)

If you need to edit a DA from the current accounting period, follow the steps below to first unlock/unpost the WinMORE deposit that the DA was saved to. Then, make your changes and re-import the deposit journal into the accounting system.

Step 1: Unpost the Deposit that the DA is on

1. In WinMORE, click Print > DA Reports > Deposit Slip Print/Update.

2. Enter the deposit number in the Number field and click the Read button.

3. A Question will pop up asking if you want to re-print the reports and re-do the deposit journal. If you need to make a change to a DA on this deposit, click Yes.

4. Print the deposit reports.

5. Click the X in the upper right corner of this window to close the deposit slip.

Step 2: Update the DA
Make your changes to the DA that needs to be corrected. Save the new DA with an updated name such as adding "updated" or "corrected."

Step 3: Repost the Deposit

Re-print and re-save the deposit slip in WinMORE.

Step 4: Import new deposit into AccountEdge/Lonewolf
Don't forget to delete the original imported deposit from AccountEdge and re-import the corrected deposit.

Compare the original and the updated DA to determine what funds to issue or collect from the parties listed on the DA(s).