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void_transaction [2024/08/23 18:44] tina.roblesvoid_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.
 +
 +-----
 +
 +__**Mass Void**__
 +
 +Claim search, there is a new button at the bottom called mass void.  You must have rights to void transactions to use this button. 
 +
 +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.  
 +
 +{{:pasted:20260710-182342.png}}
 +
 +Click on mass void, a box will appear with all the records you selected.  If you choose lines with no transaction, you will see them listed as bad rows.  There also is an alert letting you know if the claims you chose are tied to a deduction.
 +**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
 +
 +**There is no way to remove a void so make sure you have the correct claim ids selected.**
 +
 +{{:pasted:20260710-182543.png}}
 +
 +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
 +
 +{{:pasted:20260710-182655.png}}
 + 
 +{{:pasted:20260710-182722.png}}
  
void_transaction.txt · Last modified: 2026/07/10 18:27 by tina.robles