How to Correct a Report of Sale

If you've created a report of sale incorrectly, don't worry! You can easily fix it by following these simple steps.

Step 1: Void the Incorrect Report

The first step in correcting your report of sale is to void the existing one. Here’s how you can do that:

1. Navigate to the Desking Tab: Open your application and go to the desking tab where all deals are listed.
2. Search for Your Deal: Use the search function within the desking tab to locate the deal associated with the incorrect report of sale.
3. Select Void Option: Once you find your deal, look for an option on the right side represented by three horizontal lines. Click this option and select 'Void' from the dropdown menu.

Step 2: Create a New Report as Lease

After successfully voiding the incorrect report, you can now create a new one correctly categorized as a lease. Follow these instructions:

1. Create New Report: Go back to your reporting section and initiate creating a new report.
2. Select Lease Option: Ensure that when prompted, you choose ‘Lease’ instead of any other category.
3. Add Accurate Details: Fill in all required fields with accurate information relevant to this transaction before finalizing it.

Troubleshooting Purchase Price Corrections

If you're specifically looking to correct an error related to purchase price on your report of sale, please follow these additional steps:

• Email Support: If you have an example showing what was entered incorrectly along with what it should be corrected to, please send this information via email.
• Email Address: [email protected]

Your Next Steps

If you encounter any issues during this process or need further assistance at any point, don’t hesitate to ask for help!