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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:

• Transaction No: From the drop down select the transaction number for the transaction that you would like to reverse, e.g., "1500200007". 

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.

• Search on Transaction No:  Click on this button to display the transactions in the lower part of the screen. (When the Voucher has been entered, use Search by Voucher button to search for the required transaction).
• Reverse Transaction:Click on the reverse transaction button to complete the reversal.

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

Related Topics

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