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| void_transaction [2024/08/23 18:44] – tina.robles | void_transaction [2026/07/10 18:27] (current) – tina.robles | ||
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| Click Void. Once the transaction is voided, a void date and time will display in the transactions grid related to the original transaction. | Click Void. Once the transaction is voided, a void date and time will display in the transactions grid related to the original transaction. | ||
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| + | __**Mass Void**__ | ||
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| + | Claim search, there is a new button at the bottom called mass void. You must have rights to void transactions to use this button. | ||
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| + | Search for the transactions you want to void, select the lines you want to update in your search results. | ||
| + | * Reminder the search will only bring back the most recent 1000 claim ids. If you have more than that you may need to refine your search. | ||
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| + | Click on mass void, a box will appear with all the records you selected. | ||
| + | **PLEASE NOTE**: | ||
| + | * If you void a transaction that is a deduction where the clearing amount was already sent to the client it will trigger a VOID transaction to be sent to the client. | ||
| + | * This feature is not allowed on transaction type of Payment | ||
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| + | **There is no way to remove a void so make sure you have the correct claim ids selected.** | ||
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| + | Click on the box next to Claims tied to an XXX to proceed with the void | ||
| + | * From here you have two options. | ||
| + | - Void and send the claim to a submitted state to re-complete against the existing contract | ||
| + | - Void and remove the contract linked to the claims, forcing them to a no contract pending. | ||
| + | * A box will come up to confirm the voids, click ok | ||
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