Once a nominal journal has been posted in Sage 200, you may later realise something is wrong — such as the narrative, nominal code, date, or value.

To protect the integrity of your accounts, posted transactions cannot be deleted. Instead, Sage 200 corrects mistakes by:

• Creating a reversing journal (to cancel the original)
• Creating a new corrected journal with the right details

Where do I find posted nominal transactions?

Depending on the period the journal was posted into, you’ll find it in one of these screens:

For current transactions

Go to:

Nominal > Nominal Current Transactions List

For future-period transactions

Go to:

Nominal > Nominal Deferred Transactions List

Transactions posted to a future period will always appear in the Deferred Transactions List.

What changes can I make to posted nominal journals?

There are 3 main options depending on what needs correcting:

1. Amend basic details (reference, narrative, analysis)
2. Correct key fields (nominal code, date, etc.)
3. Reverse the journal completely

Option 1: Change reference, narrative and transaction analysis

This option updates the existing journal without reversing it.

How to amend transaction details

1. Find the journal in the relevant transaction list
2. Select the transaction
3. Click Amend Transaction Details
4. Make the required changes
5. Select Save

This will update the posted journal with your amended reference/narrative/analysis.

Option 2: Correct nominal account, date, or other key details

If you need to change important accounting fields (such as the nominal code or transaction date), Sage 200 will create a correction journal.

Important notes before you start

You can only post corrections for Single entry nominal posting transactions.

Also, some transaction types cannot be corrected. If Sage doesn’t allow it, you’ll see the message:

“The correction for this transaction is not supported.”

(See the manual reversal section below.)

How to correct a posted nominal transaction

1. Find the transaction in the Current or Deferred Transactions List
2. Select the transaction
3. Click Correct Transactions
4. Make the required changes

Tip:
If you only amend the narrative, Sage will only allow you to click Update Details.
If you amend the narrative and other details, you’ll be able to click Post Corrections.

1. Select Post Corrections

What Sage 200 does next

Sage 200 automatically creates:

• A new journal that reverses the original
• New lines showing the amended entries

The narrative is updated with the URN of the original journal, so the audit trail remains clear.

Option 3: Remove a transaction entered in error (reverse it)

If a transaction was posted completely in error, you can’t remove it — but you can reverse it.

How to reverse a posted journal

1. Find the transaction
2. Select it from the list
3. Click Correct Transactions
4. Select Reverse
5. Post the reversal

This creates a journal that cancels the original, and updates the narrative with the original URN.

Transactions that cannot be corrected automatically

Some transactions cannot be corrected using Correct Transactions.

If you try, Sage will show:

“The correction for this transaction is not supported.”

These transaction types must be reversed manually by entering the opposite transaction:

• Cash nominal payments and receipts
• Foreign currency receipts or payments (including refunds)
• Customer and supplier refunds
• Prepayments and accruals

How to correct cash nominal payments and receipts

Nominal payments and receipts must be reversed manually by entering a new payment/receipt.

Steps to reverse a nominal payment or receipt

1. Locate the original transaction
2. Enter a new transaction with the opposite type (payment becomes receipt, or vice versa)
3. Use the same details (date, nominal code, and amount)
4. Use the narrative/reference to explain it’s a correction

Examples

Using function keys when correcting transactions

When correcting nominal transactions for the current or previous year, Sage 200 supports function keys to speed up entry.

Available function keys

• F6 – Copy cell from the row above
• Shift + F6 – Copy cell from above and increment by 1
  (For nominal journals, this only applies to narrative if it ends in a number.)
• F8 – Delete the current row

Turning function keys on/off

Go to:

Tools > Preferences

Enable or disable:

Use function keys for data entry (current user only)

This setting only applies to your user account — it won’t affect anyone else.

 

Not a customer of The HBP Group?

If you'd like to find about more about how The HBP Group can provide support for your business please visit our Sage 200 Support page, or if you're considering Sage 200 for your business, visit our Sage 200 page.