www.loanperformer.com

Table of Contents (Online Help)

 

Reverse Transaction

Loan Performer allows you to reverse a transaction that has been erroneously entered. The user must be able to identify the transaction number or voucher of the transaction to be reversed.

 How to reverse a transaction

To reverse a transaction go to Accounts->GL Transactions->Reverse Transaction. A screen will appear looking as follows.

The screen has four tabs, i.e., Add transactions, View Accounts, Retrieve Transactions, View Transactions per Account. Click on the Retrieve Transactions tab. A screen that looks as follows will appear:

Note that you can also retrieve a transaction by selecting a voucher number in the "Voucher" box. That is if the voucher number was used during the transaction entry.

Click back on the Add Transaction tab click the Close button to exit.

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