When a General Ledger transaction is entered incorrectly and needs to be voided it is important to void it properly.
The ability to void a transaction is based off of user rights. If rights are needed, have the Primary contact for the entity notify BIAS Support.
Go to Transactions > General Ledger
- Click to highlight transaction that needs to be voided
- Click View
- Click Void
- If the transaction needs to be recreated, check Void Transaction. The transaction will be voided and the accounts payable entry will move from Paid to Unpaid for editing and repayment.
- If both the transaction and the accounts payable need to be voided, check Void Transaction and Void Accts Payables.
- Enter a Reason for voiding the transaction. This will appear in the Memo field on the transaction
- Click Void
- Click Print to make a copy of the void for auditing records.
- Click Close
The transaction will no longer show an Amount, the Memo now shows the reason for the void, void is checked.
