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Cancel Payments

The Finance Manager can be used to cancel Payments. Canceling a Payment stops it from being processed in the Finance Manager and indicates that physical payment (e.g., a check) should not be sent. You can select certain Payments to cancel, cancel the current page of Payments, or cancel all filtered Payments.

Canceling a Payment is a permanent action.

Cancel selected Payments:

  1. Navigate to the desired Finance Manager page (i.e., Payables, Receivables, Exceptions).

  2. Conduct a search to filter Payments and populate the grid.

  3. Select the check box next to each desired Payment.

  4. In the toolbar, click Cancel, then click Selected.

    The page is updated, and the Payment's Line Status is updated to Canceled.

Cancel the current page of Payments:

  1. Navigate to the desired Finance Manager page (i.e., Payables, Receivables, Exceptions).

  2. Conduct a search to filter Payments and populate the grid.

  3. In the toolbar, click Cancel, then click Current Page.

    The page is updated, and the Line Status for each Payment on the current page is updated to Canceled.

Cancel all filtered Payments:

An action performed on all Payments applies to all filtered results, including pages that might not be displayed in the current grid.

  1. Navigate to the desired Finance Manager page (i.e., Payables, Receivables, Exceptions).

  2. Conduct a search to filter Payments and populate the grid.

  3. In the toolbar, click Cancel, then click All.

    The page is updated, and the Line Statuses for all filtered Payments are updated to Canceled.