Voiding and Deleting Documents

    

Topic: Miscellaneous > Working with Transactional Documents

Transactional Documents can be Voided or Deleted.

 

Voided Documents remain in the system and are set to the status VOID. Once a Document is Voided it cannot be edited or changed in any way (you can however attach a Memo).

 

NOTE: You can list the audit trail of a Voided Document. See Transaction Audit Trail.

 

Deleted Documents are removed from the system completely, and so care should be taken before this is done.

 

To Void or Delete a Document

Simply click Void or Delete from the Action drop-down.

 

NOTE: The Document must be in View mode for it to be Voided or Deleted.

 

Voiding or Deleting a Document

Voiding or Deleting a Document