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Discarding Cash Entries

You must be in Classic EditionThe view of the application that you see when you first install the base managed package. to discard a cash entry.

The Discard button on the document's detail page allows you to discard a document once it has been saved and assigned a number, but before it has been posted. A discarded document has a status of "Discarded".

You must specify a reason for discarding the document, which is stored with the record for future reference and auditing.

To discard a document:

  1. Select the "In Progress" document that you want to discard.
  2. Click Discard. If you can't see this button, contact your administrator.
  3. Type a reason for discarding this document. You cannot leave this field blank.
  4. Click Discard again.

Related Concepts

What is a Cash Entry?

Related Tasks

Displaying Cash Entry Details

Entering Cash Receipts and Refunds

Entering Payments to Vendor Accounts

Overriding Exchange Rates When Creating Cash Entries

Cash Entry Line Items

Editing Cash Entries

Posting Cash Entries

Canceling a Cash Entry

Posting Multiple Documents with OneTouch

Reference

Cash Entry Fields

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