Indicate Voids/Deleted Charges on Reports
1 Comment
Hi Kelsey,
Thank you for your feedback! It will be passed along to our product team. In the meantime though, I generally find that I prefer users not have the ability to delete charges (at least most users) to avoid this issue. They can still make adjustments using the edit charge functionality - that will make your folios and reporting much easier to audit. If you wish to do that, simply remove the "Delete Charges" permission from the appropriate user roles.
Best,
Julia
It should indicate somewhere on reports (aside from the actual adjustment report) that a charge has been voided/removed/deleted.
Example attached of the Financial Transaction - Revenue Report where 4 out of the 6 transactions posted were actually removed (posting error) but it doesn't indicate that anywhere on the report. It makes it hard to cross-reference.