The reclassification feature in Sage Intacct allows you to correct posted bills and invoices without voiding and re-entering transactions. You can update items like GL accounts, dimensions, terms, and descriptions even after a transaction has been paid or partially paid, while keeping totals, vendors or customers, and payment details unchanged. All changes are tracked with a full audit trail and limited to open periods to maintain accounting integrity.
In this video, you’ll see how to enable the feature, understand its limitations, and apply updates within both Accounts Payable and Accounts Receivable. Watch to get a clear, practical walkthrough of how reclassification works and when to use it.
In this video you’ll learn:
What can and cannot be updated when reclassifying transactions
The requirements for enabling and accessing the feature
How to reclassify bills and invoices step by step
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