Recategorize income

alexsachaalexsacha Member Posts: 3

After generating my income statement I realized that some services were assigned to incorrect income categories. I've updated the service details to correct the category but it seems to only apply going forward. Is there a way to get the income statement to update to the correct categories?

edited June 10, 2019 in Sales & Invoicing


  • JamieDJamieD Administrator Posts: 1,091 admin

    Hey @alexsacha. It's a bit of a tough one here.. and really depends on how you would want to handle this. You could essentially delete the payments that were associated with those invoices originally and then re-add them so they are properly categorized with the correct income account. Or, alternatively, show money movement from the one income account to the other (so creating a journal transaction to move the funds from one to the other) .. but the reporting will still show those particular invoice transactions as originally being associated with the one income account.

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