Check Processing Series: How to purge voided checks in The Financial Edge
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Welcome to our second blog in the Check Processing Series. Throughout this series we will review various scenarios and how to resolve the issues in order to help with check processing. Today we are discussing how to purge a check. A few examples of why this would be needed: to reprint a check in the system, the check was never meant to be in the system or the check number needs to be reused (and you no longer need it in the system).
The below video and steps will walk you through how to purge a check.
*Please note: a check must be voided before it can be purged*
Not a big video fan? Check out the written steps below:
If you have any further questions, please chat now with a Financial Edge analyst.
The below video and steps will walk you through how to purge a check.
*Please note: a check must be voided before it can be purged*
Not a big video fan? Check out the written steps below:
- In Banks under Administrative Tasks, click Purge Voided Transactions.
- Select the appropriate Transaction Type: Manual Checks, Computer Checks, One-Time Checks, Electronic Funds Transfers, or Bank Drafts.
- Select the appropriate Purge by option: Payment Number or Payment Date.
- Enter the appropriate Start number(date) and End number(date).
- Mark the Print control report checkbox (recommended).
- Click Purge Now.
- Click Yes.
- Click OK on the confirmation screen.
If you have any further questions, please chat now with a Financial Edge analyst.
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ARCHIVED | Financial Edge® Tips and Tricks
10/12/2015 11:52am EDT
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