Reversing a Payment

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 payment you wish to reverse.

3. Highlight the line and click the Reverse button.

   A warning pop-up message will appear. If you are sure you want to reverse this entry, click OK. 

4. This will bring you to the Payment Entry screen with all the reversal details. Check all details are correct. 

   Note 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.

6. Click Save to post the reversal.