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    Unapprove a Transaction
    • 13 Nov 2024
    • 2 Minutes to read
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    Unapprove a Transaction

    • Updated on 13 Nov 2024
    • 2 Minutes to read
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    Article summary

    To correct an error or make an adjustment, a transaction may need to be unapproved. Begin by unapplying any linked transactions (such as from Bank Reconciliation or Invoices), save the updates, and then proceed to unapprove the transaction. Note that transactions within a closed period cannot be unapproved unless the period is reopened.

    Learn more about unapproving/editing specific transactions:

    Security

    Users must have unapprove permissions for the specific transaction type to unapprove:

    Accounts Payable

    • Accounts Payable → AP Credit Memos → Unapprove Credit Memos

    • Accounts Payable → AP Invoices → Unapprove AP Invoices

    • Accounts Payable → AP Payments → Unapprove AP Payments

    • Accounts Payable → Payment Runs → Unapprove Payment Runs

    Accounts Receivable

    • Accounts Receivable → AR Credit Memos → Unapprove AR Credit Memos

    • Accounts Receivable → AR Invoices → Unapprove AR Invoices

    • Accounts Receivable → AR Payments → Unapprove AR Payments

    Administration

    • Administration → Beginning Balance Transactions →  Unapprove Beginning Balance Transactions

    Banking

    • Banking → Bank Deposits → Unapprove Bank Deposits

    • Banking → Bank Recs → Unapprove Bank Recs

    • Banking → Bank Transfers → Unapprove Bank Transfers

    • Banking → Bank Withdrawals → Unapprove Bank Withdrawals

    Food

    • Food → AP Credit Memos → Unapprove Credit Memos

    • Food → AP Invoices → Unapprove AP Invoices

    • Food → Donations → Unapprove Donations

    • Food → Inventory Counts → Unapprove Inventory Counts

    • Food → Item Transfers → Unapprove Item Transfers

    • Food → Waste Logs → Unapprove Waste Logs

    General Ledger

    • General Ledger → Journal Entries → Unapprove Journal Entries

    • General Ledger → Payroll Journal Entries → Unapprove Payroll Journal Entries

    Sales & Cash

    • Sales & Cash → Daily Sales → Unapprove Daily Sales

    Unapprove a Transaction from All Transactions

    Follow these steps to unapprove a transaction from the All Transactions Page:

    Click steps to expand for additional information and images.

    1) In the accounting module, go to Transactions and click All Transactions.

    2) Double click on the row with desired transaction to open the transaction record.

    Users can also click into the hyperlinked transaction number to open the transaction record.

    3) If the transaction is applied to another transaction, unapply it before unapproving.

    1. Click the Apply tab.

    2. Click the checkbox in the apply column.

    3. Hover over the save menu then select save.

    4) Hover over the unapprove menu, then select unapprove.

    Once unapproved, users can make edits to the header and detail section of the transaction.

    Unapprove a Transaction from Specific Transaction Pages

    Follow these steps to unapprove a transaction from the All Transactions Page:

    Click steps to expand for additional information and images.

    1) In the accounting module, click on the transaction page for the desired transaction.

    2) Double click on the row with desired transaction to open the transaction record.

    Users can also click into the hyperlinked transaction number to open the transaction record.

    3) If the transaction is applied to another transaction, unapply it before unapproving.

    1. Click the Apply tab.

    2. Click the checkbox in the apply column.

    3. Hover over the save menu then select save.

    4) Hover over the unapprove menu, then select unapprove.

    Once unapproved, users can make edits to the header and detail section of the transaction.

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