Atrieve Finance

Training - Payment Cancellations

The Payment Cancellations module allows you to cancel any valid receipt in the system. One of the reasons you may wish to cancel a receipt is if the funds you received were returned as NSF.

NOTE: The batch control date entered on this Audit Control screen will be the date used for all payment cancellations in this batch. If you are canceling a receipt in a prior period, it is important that this batch date reflects a day in that prior period.

Important Facts To Know About Payment Cancellations

  • Field LOC-RECEIPT #

  • Enter the location code and the receipt number, separated by hyphen.

  • If the location code is unknown, press <Ctrl+F>.

CANCEL THIS RECEIPT

  • Click Cancel Receipt button. The program will go through and add reversing entries.

  • Cancel will exit the program

  • Attachments to view attachments associated with receipt entered

  • If the receipt has already been cancelled, the systems will warn you.

  • Next to cancel another receipt

NOTE: This will not physically remove the receipt from the file. It will just be flagged as cancelled.