Discarding Cash Entries

Note: To view the Discard button ensure your administrator has the correct override property. Your administrator must go to Setup | Object Manager | Cash Entry | Buttons, Links, and Actions. Click View label. Next to Salesforce Classic Override Default ensure "c2g:codacashentryview" is selected.

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.

To discard a cash entry in Lightning:

1. Select the "In Progress" cash entry that you want to discard.
2. Click Discard. The Discard Cash Entry window displays.
3. Enter the reason to discard the cash entry. You cannot leave this field blank.
4. Click Discard. This deletes the lines on the cash entry and sets its status to "Discarded".