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Finance | Project Operations, Human Resources, ...
Unanswered

Change period for AR Payment Void

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Posted on by 15

I have been asked by users about how to void a payment in the same period it was created.  The screen that allows you to reverse, reapply  or void a payment does not allow you to specify a period for that transaction, and the users would like to be able to have the void transaction post to the same period as the payment application transaction when the void is done in a later period.   I don't see a way to do that, but am wondering if there is.

Any help would be greatly appreciated

-Dan

  • Brian_IL Profile Picture
    719 on at
    RE: Change period for AR Payment Void

    They could break the process into two entries: 1) unapply the AR payment application, which reopens the payment transaction and invoice, and 2) enter an offset AR adjustment, where the desired period to post can be specified. The drawback would be that posting the adjustment back to a prior period will update that period's financials, which would need to be reissued. Most installations would prefer having any new transactions (voided payments) run through the current period.

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