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    Cancel a Transfer to Accounts Receivable

    Reversing an invoice previously transferred to Accounts Receivable in RMS.


    Steps Required

    1. Go to Accounting > Quick Account Access in RMS.
    2. Select the Account View of 'A/R'.
    3. Enter the Account Number and choose 'Go To Account'.
    4. Right click the AR Transfer.
    5. Select 'Void Transaction'.
    6. Select a Void Reason and choose 'Void Transaction'.

    Info

    Users will require the Security Profile option 'Allow Users to Void Charges' and/or 'Allow Users to Void A/R Transfer After Closed Period'.

    Visual Guide

    Go to Accounting > Quick Account Access in RMS.

    Select the Account View of 'A/R'.

    Enter the Account Number and choose 'Go To Account'.

    Right click the AR Transfer and select 'Void Transaction'.

    Select a Void Reason and choose 'Void Transaction'.

    RMS will now cancel the Tax Invoice and void the A/R Transfer.


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