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DonnaMG's avatar
DonnaMG
5 years ago
Solved

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?

 

  • Celia_B's avatar
    Celia_B
    2 years ago

    Hi SusanHi 

     

    Thank you so much for getting back to us and sharing the updates on your issue. 

     

    I understand that your still having an issue in deleting emergency contacts on  your report. Can you please try to check on the card details tab and check on the Custom field #3 if there is a emergency contact list. see list>>Custom LIst field Names>>Employees. 

     

    Let me know how you go and if you still need any further help on this. I am happy to assist you. 

     

    If my response has answered your inquiry please click "Accept as Solution" to assist other users find this information.

     

    Regards, 

    Cel

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  • Steven_M's avatar
    Steven_M
    Former Staff
    5 years ago
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    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.

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Hi

\n

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.

\n

How can I remove them from them without creating a Bank File?

\n

 

","body@stringLength":"288","rawBody":"

Hi

\n

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.

\n

How can I remove them from them without creating a Bank File?

\n

 

","kudosSumWeight":0,"postTime":"2021-03-02T14:19:51.746+11:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:696209_2"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":603},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"searchSnippet":"Hi 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Clearing electronic payments window","moderationData":{"__ref":"ModerationData:moderation_data:696259"},"body":"

Hi DonnaMG 

\n

 

\n

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:

\n\n

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.

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Hi  

\n

 

\n

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:

\n\n

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.

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