How to Void Checks in Business Central
In this video, UG Expert Dave Wiser explains how to void checks in Business Central.
This episode is sponsored by Community Summit North America, the largest independent gathering of the Microsoft Business Applications ecosystem, taking place Oct. 13-17, 2024, in San Antonio, Texas. Register today to connect with thousands of users across the Microsoft business applications ecosystem at the for user, by user event.
Key Takeaways
- Voiding checks: Dave reviews two methods of voiding checks in Business Central. One method to void checks is through the payment journal itself. This process ensures that any destroyed or mistakenly printed checks are properly voided within the system.
- From the Payment journal: After opening a Payment journal and printing a check, the system marks the check as printed in the payment journal line and the check ledger entry table. This allows you to see that the check has been printed, but it hasn’t been posted yet. At this point, you can void a check if needed. Once voided, the system updates the check printed column and the check ledger entry to reflect the voided status, ensuring all printed and voided checks are tracked.
- Check ledger: The entry status of a check can be either voided or financially voided, depending on where the check was voided. If a check was printed but not posted, it can be voided in the payment journal; however, if it was posted, it must be voided within the check ledger entry table.
- Unapply and void: When voiding a check, you have the option to “Unapply and void” or just “Void check.” It’s recommended to “Unapply and void” as it reopens the invoice and creates necessary entries, ensuring the check is marked as financially voided and updates both the Bank Ledger and General Ledger entries accordingly.
- Summary: Voiding checks in Business Central is straightforward, with the process differing based on whether the check was posted or not. If voided from the payment journal, it shows as voided without affecting the Bank Ledger or General Ledger, whereas voiding a posted check updates both ledgers.
