Un-submit a batch of receipts

Submitted batches cannot be edited, but they can be un-submitted if editing is required.

Note: Managers should use the Reject Batch command rather than the Undo Submit Batch command when deciding to reject the approval of a cash receipt batch. The Undo Submit Batch command will leave the batch available for editing while the Reject Batch command will move the batch to the rejected state.

Un-submit a cash receipts batch

  1. Select Cash Receipts from the Accounts Receivable menu, and the Cash Receipt Batches window will open.

  2. Select the batch(es) to un-submit by clicking the checkbox beside the Batch No.

  3. Click the Undo Submit Batch button, and you'll be asked to confirm that you want to un-submit the batch(es.

  4. Click Yes, and the batches will be transitioned back to the New status.

After editing the batches must then be submitted again.

Return to Cash Receipts Overview