How to Void a Receipt

You can use the Receipt page to void existing financial receipts. A receipt can be updated only if it has not been processed in a claims payment and reporting cycle.

Optionally, you can:

• Delete disposition details for a receipt.
• Adjust a receipt.
• Create a replacement check/EFT.
• Reverse a receipt.
• View a returned/voided check/EFT.
• View or add notes. To view or add notes for this record, on the action bar, click Notes.
• View audit details. To retrieve audit information, close any open panels and, on the action bar, click Audit Log. To view the details for a particular record, click Audit.
• Attach a document. To attach a document for this record, on the action bar, click Attachment.
• View documents. To view documents for this record, on the action bar, click View Documents.
• Reset your entries. To display the information on the page or panel as it appeared when you last clicked Save, click Reset.
• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To void a receipt

1. On the Financial menu, click Financial Receipt.

2. Search for the receipt you want to edit.

3. On the Receipt page, in the Payee/Payer panel, in the Void field, click Yes.
4. On the Receipt action bar, click Save.

See Also

Receipt Page

What Is Financial Receipt? 

About Financial

Version as of 5/16/14.