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Overview

Cancel, repost and edit transactions in Xena

You can cancel, repost, or correct a transaction in Xena in various ways.

A posted voucher cannot be deleted, as all entries in the fiscal must be traceable. Therefore, Xena provides different options for correcting or reposting vouchers. See the available options in this guide.

1: Cancel a Transaction

Go to Ledger > Vouchers > Voucher Overview, and use the search field to locate the voucher you wish to cancel. Click the voucher number to open it.

Skærmbillede af bilagsoversigten i Xena hvor der søges efter ordet blomst.

Please note that a voucher may contain multiple transactions. These are listed in chronological order, with the earliest transactions at the top.

  1. Locate the relevant transaction
  2. Click the three-dot menu
  3. Select Cancel Transaction

Skærmbillede fra Xena hvor menupunktet Annuller transaktion er markeret.

Xena will automatically create a new transaction that offsets the original one. You can view the result under the Summary tab at the top of the voucher.

Note: If the voucher also includes order costs that you also wish to reverse, this must be done manually (see point 5).

Skærmbillede fra Xena hvor en transaktion er blevet annulleret. Posteringen er fremhævet.

If you wish to repost the voucher, you can easily move the document back into your inbox:

  1. Go to the Document tab
  2. Click the document’s menu and select Add Relation
  3. In the dialog, choose Employee and specify which inbox the voucher should be moved to

 ➡️ Read more: Document relations

Ny dokumentrelation i Xena

2: Change the Date on a Transaction

To change the date of a transaction:

  1. Click the three-dot menu next to the desired transaction
  2. Select Change Date
  3. Enter the new date

Xena will automatically create a reversal posting with the old date and a new transaction with the updated date.

Skærmbillede fra Xena hvor menupunuktet Ændre dato er markeret.

3: Edit the Description of a Voucher

Open the voucher and edit the description at the top of the page by:

  1. Clicking the edit icon, or
  2. Double-clicking the text

The change is saved automatically.

Rettelse af beskrivelsen på et bilag i Xena

 

4: Edit Posting Text and Dimensions

If you want to edit the text on an individual posting or change dimensions (e.g., department, carrier, or purpose):

  1. Locate the relevant posting
  2. Click the three-dot menu next to the posting and select Edit
  3. Update the text and/or dimensions in the dialog that opens

Redigere valgt dimension på bogført postering i Xena

5: Reverse or Correct Order Costs

If you need to reverse order costs on a voucher, this must be done manually:

Bilag med Ordreomkostninger bogført

  1. Open the order and go to the Cost Registration tab
  2. Enter new lines with the opposite quantity (same date, usage type, etc.)
  3. Select the lines and click Approve Selected

Once the lines are approved, they can be viewed on the Costs tab. If you deselect Grouped, each individual line will be displayed separately.

Tilbagefør ordreomkostning manuelt via salgsordren i Xena

➡️ Read here how to transfer order costs to another order.


Updated