Clearing electronic payments window
Hi
I am trying to fix up some old issues. Payments have been uploaded into Electronic Payments and I want to remove them, they are very old, 2009 and 2013 and say they have been purged.
How can I remove them from them without creating a Bank File?
Hi DonnaMG
I would recommend taking a look at my post on Cleaning old electronic wage payments mid year. While this particular post does refer to the payroll transactions from the Prepare Electronic Payments window, the same principles will apply for all transactions in that window that are needing to be cleared:
- Process those transactions to a bank account and then deal with the aftermath.
- Delete or reverse out the transactions then re-enter them as intended.
However, the recommendation would still be to create a new bank account in your account lists and then set that account as the Bank Account for Electronic Payments (Setup>>Linked Accounts>>Accounts and Banking). As the Prepare Electronic Payments window is looking at that account for the transactions, creating a new account "hides" those older transactions from view.
