How to perform a Cheque Reversal in Social Services / Social Assistance

Melanie Courtney

Perform the following steps:

  1. Sign into the program as the power user for the organization
  2. Select Periodic Processing and History/Reversal from the Housekeeping menu
  3. Then select History/Reversal
  4. If it is a client cheque, search for the cheque number to reverse
  5. If it is a Vendor cheque, place a check mark in the Box next to Is Vendor? To display a list of Vendor cheques
  6. When you have selected your cheque, you can select the print button to print out the details of the cheque (optional)
  7. Select the Reversal Button, the cheque status will change to reversed.
  8. If desired, you can select the print button again, to print a report indicating that the cheque has been reversed
  9. There is no un-reverse, so we recommend that you do a backup of the database before reversing cheques; and take a moment to verify that you are reversing the correct cheque number.

Perform the following steps:

  1. Sign into the program as the power user for the organization
  2. Select Periodic Processing and History/Reversal from the Housekeeping menu
  3. Then select History/Reversal
  5. If it is a client cheque, search for the cheque number to reverse
  6. If it is a Vendor cheque, place a check mark in the Box next to Is Vendor? To display a list of Vendor cheques
  7. When you have selected your cheque, you can select the print button to print out the details of the cheque (optional)
  8. Select the Reversal Button, the cheque status will change to reversed.
  9. If desired, you can select the print button again, to print a report indicating that the cheque has been reversed
  10. There is no un-reverse, so we recommend that you do a backup of the database before reversing cheques; and take a moment to verify that you are reversing the correct cheque number.