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To Enter a Reverse Cash Receipt

  1. Go to AR > Cash Receipts > Reverse Cash Receipts. 

  2. Customer - enter the number of the customer whose cash receipt you need to reverse has.

  3. Check – Press F9 for a list of checks from this customer to reverse.  All of the documents paid with the check are displayed in the Cash Applied To section.  The documents the check originally paid cannot be changed; they are displayed for reference only.

  4. Date Received – This is a system field that will populate with the date of the original check.

  5. Reverse Date - Enter the date of the transaction.  This can be the date you received the check back from the bank or the date the bank rejected the check.  It controls the date of change on the customer’s account and the entries to the General Ledger.

  6. Check date - A drill down field that displays the date of the check.

  7. Deposit Date, Check Amount, Deposit Amount and Credits Applied – are all system fields that will

  8. Bank - Chose the bank to reverse the cash Receipt from.

  9. Description - The description will use NSF CK and the check number by default but can be changed.

  10. NSF Check – This is a check box to signify that the reversal is a NSF check.  A popup box will appear asking if you would like to “Enter a Service Charge Amount” when this box is checked.

  11. Press the Process Check Reversal Icon to process.