Reversing a Posted Receipt in ERP
Makenzy Cervantez
12 steps
45 seconds
1
Navigate to "Payment Reversals"
2
Click "Add" to create a new batch
3
Look over default details to confirm they look correct, and add a description for your reversal batch
4
Click "Accept"
5
Use Search to find your receipt by clerk name, batch number, etc
6
Once you have located one of the receipts in your batch that needs to be reversed, select "Reverse"
7
In the dropdown next to Reason select "ERR-CLERERR" and push the Enter key on your keyboard
8
Check the boxes for each of the receipts that need to be reversed. You can click the "Select All" skittle if all receipts in the batch need to be reversed.
9
Click "Accept"
10
Close out of this menu
11
Back at the batch menu, click "Output Rel" to release your batch.
12
Leave all options checked and click Accept. Then save your report if needed for reference. Your reversal is complete.
Reversing a Posted Receipt in ERP
Makenzy Cervantez
12 steps
45 seconds
1
Navigate to "Payment Reversals"
2
Click "Add" to create a new batch
3
Look over default details to confirm they look correct, and add a description for your reversal batch
4
Click "Accept"
5
Use Search to find your receipt by clerk name, batch number, etc
6
Once you have located one of the receipts in your batch that needs to be reversed, select "Reverse"
7
In the dropdown next to Reason select "ERR-CLERERR" and push the Enter key on your keyboard
8
Check the boxes for each of the receipts that need to be reversed. You can click the "Select All" skittle if all receipts in the batch need to be reversed.
9
Click "Accept"
10
Close out of this menu
11
Back at the batch menu, click "Output Rel" to release your batch.
12
Leave all options checked and click Accept. Then save your report if needed for reference. Your reversal is complete.
