Cash receipts entered by the user with a status of Open or Deposit Pending can be deleted from within the Cash Receipts option, if needed.
Note: If necessary, contact the Business Office to delete a cash receipt with a status of Deposit Pending Locked from within General Ledger.
How to delete a cash receipt:
Select the Cash Receipts menu (or select the Cash Receipts menu and then Cash Receipts).
On the Cash Receipts screen, select the Cash Receipts tab if not already selected.
The cash receipts previously entered by the user in the last six months display showing the applicable status (Open, Deposit Pending, Deposit Pending Locked, or Deposited). If desired, change the filters to modify the cash receipts listed on the screen.
Click the More (…) button to the right of the cash receipt to delete and select Delete.
When prompted, click the Delete button to delete the cash receipt.
Note: To first view a cash receipt and then delete it, select View/Edit after clicking the More (…) button in Step 4 above, and then click the Delete button once the cash receipt is displayed (and when prompted, click the Delete button).
Tip: For organizations with K12Docs, the folder for the cash receipt, along with all the
documents within the folder, are also deleted from K12Docs the next time documents are synced.