We have accidentally created a payment proposal. Is there any way to delete it? The checks have not been printed!
Thanks
Meth
Hope this helps - I'm new to X3 so I have a theory that if I help someone, someday it may come back :)
Voiding Payments
If you have not posted the payment (validated) to the Bank, then you can delete the payment using the Delete button in the Payment / receipts entry function.
If you have posted the payment to the Bank, then you must select Accounting cancellation under Options in the Right panel to reverse the journal entry.
- Once reversed, you can make changes to the payment and re-validate or click Delete to delete the payment.
- The reversing journal created from the Accounting cancellation function has a description that references the original payment journal. You can use this as a trace for the payment deletion for posted payments.
If the Accounting Cancellation option Ghosted it needs to be enabled.
Hope this helps - I'm new to X3 so I have a theory that if I help someone, someday it may come back :)
Voiding Payments
If you have not posted the payment (validated) to the Bank, then you can delete the payment using the Delete button in the Payment / receipts entry function.
If you have posted the payment to the Bank, then you must select Accounting cancellation under Options in the Right panel to reverse the journal entry.
- Once reversed, you can make changes to the payment and re-validate or click Delete to delete the payment.
- The reversing journal created from the Accounting cancellation function has a description that references the original payment journal. You can use this as a trace for the payment deletion for posted payments.
If the Accounting Cancellation option Ghosted it needs to be enabled.
*Community Hub is the new name for Sage City