Edit and Delete Payment

Planned

Follow

Andy Panes

• 11 May 2015 06:12

Edit or Delete Payments

Currently there is no way to edit or delete a payment from an invoice if it is created in error. If the data has not been exported this should be an issue to amend or delete a payment. Credit noting an invoice will keep the payment which then shows in payment reports and exports, so it unhelpful.

3

• Official comment

  

  Jade Steffensen

  • 01 April 2016 03:49

  The ability to update the details of a payment (including the amount as long as it is not applied to an invoice) has already been added to aXcelerate and will go live in our release next week (see the latest release notes for more info). While functionality to completely delete the payment has not yet been developed, the ability to update the payment is a precursor to this, and will hopefully be of assistance.

  Comment actions Permalink
• 

  Tomos Clark

  • 12 May 2015 01:30

  I have found the same issue.

  It would be useful if people with "delete" access to Finance were able to modify this data to resolve accidental duplicates.

  2

  Comment actions Permalink
• 

  James Hogg

  • 01 April 2016 00:00

  Just got off phone with support and see that what you say is true. I don't think I know any system that does not allow someone to correct a double entry or non-existant payment immediately if the financial period has not been closed off. 

  I was initially advised to create a credit note, but this is totally incorrect as a credit note sits in the system telling us that the customer has a credit, which they do not. That is why the payment still shows in payment report as your client's financial record should now have dollars in credit for future invoice.

  A refund record would be the closest thing I can see that would resemble correct process as this tells us we no longer have the money, but still is incorrect and confusing to users if customer enquires about their account as it infers that money has transfered back and forth.

  If axcelerate do not want to allow payment deletions then there must be a journal feature added so a payment reversal can be added with clear reason such as "duplicate entry of payment".

  1

  Comment actions Permalink
• 

  Andy Panes

  • 01 April 2016 00:15

  most frustrating part of this system. I don't know what something has not been done about this before as it  continues to come up in the forum. I don't know of any other system that would not allow you to delete a payment or invoice. 

  1

  Comment actions Permalink
• 

  Tomos Clark

  • 01 April 2016 00:17

  Any update on this from VM?

  0

  Comment actions Permalink
• 

  Anthony Cottee

  • 01 April 2016 00:48

  Our accounts team go crazy over this one - We currently have 9 months of errors since implementing - Imagine what it will be like in 3 years, 5 years trying to work out the person's financial records. It has to be addressed as soon as possible - and believe it needs to be marked as Urgent!

  0

  Comment actions Permalink
• 

  Tomos Clark

  • 05 April 2016 02:44

  Hi Jade,

  Thanks for advising of that. Just to confirm, will this update be available as of Thursday (or COB)?

  Is there an ETA of when we will be able to delete payments?

  0

  Comment actions Permalink
• 

  Jade Steffensen

  • 06 April 2016 22:52

  Hi Tomos, the ability to update payment details went live in our release last night, and is currently available. We are currently finalising scoping of the ability to delete, so will provide an ETA once this has been done.

  0

  Comment actions Permalink
• 

  James Hogg

  • 06 April 2016 23:00

  Woohoo...BUT

  the main concern for us was deleting payments and thought may be able to change payment to $0 in interim until delete is available, but get dialog that amount must be positive number.

  0

  Comment actions Permalink

Please sign in to leave a comment.