Apparently you can Void an AP or Quick Check that has already been marked as cleared and/or reconciled in the system. I put a ticket in with the Acumatica support and was advised to put in an idea for product change. Has anyone else found this and addressed this issue?
Userlevel 1
i void cleared AP checks all the time, but I agree, it would be nice to have a restriction - which users get to void the cleared items, and which users don’t based on permissions
In what circumstances would you Void a cleared check? How can you void something that has already been paid out of the bank?
Userlevel 1
In what circumstances would you Void a cleared check? How can you void something that has already been paid out of the bank?
When i rebook something in acumatica and have to replace the cleared check with something similar, but with a different account split, for example
Can’t you just create journal entries for something like that….or use Acumatica’s reclass function?
Userlevel 1
two cases come to mind
- when the AP team booked a QuickCheck, but you need to replace it with AP Checks because the AP bill was incurred in another period
- on occasion we need to rebook the Quickcheck that already split, with multiple lines in the Document Details tab, some of the lines are for negative numbers (like in a real estate settlement sheet). This would not be allowed in the reclass.
Userlevel 3
+1
This issue also applies to AR Payments. A warning should be generated, or a preference should be created to disallow.
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