Reversing a payment that has been done can only take place if the period has not been closed. If incorrect information has been entered into a payment, you are able to reverse the transaction.
| 1 | Go to the Expense menu, then click Payment Search. | ||
| 2 | Search for the incorrect payment that you wish to reverse. | ||
| 3 | This will bring up a warning box Highlight the line and click the | 4 | A warning pop-up message will appear. If you are sure you want to reverse this entry, click OK. |
| 54 | This will bring you to the Payment Entry screen with all the reversal details. Check all details are correct. 6Note that only open periods can be posted into. If the payment was in a prior period, the reversal entry will default to the current period. | ||
| 5 | Enter a Reversal Reason. | ||
| 76 | Click Save to action post the Reversal. | 8 | If you don't want to reverse the transaction, click Cancel to exit this screen. |
