Pending Check requests can be deleted from the Accounting Tab. Deleted requests are immediately updated in the corresponding Value Transaction of the Value item in the Case.
Posted Check requests cannot be deleted from the Accounting Tab, as they have already been posted in QuickBooks.
Your firm must have the QuickBooks Online integration activated to delete check requests from the Accounting Tab.
NOTE: You must have Enabled permissions to Accounting > Checks to view the list of check requests. You must also have Delete permissions to Accounting > Checks to delete check requests.
On the Accounting Tab, select the transactions you wish to delete.
The Delete button will only be enabled for Pending requests, if one or more of your selected requests include a Posted item, you will receive a similar warning message.
Neos recognizes the number of selected transactions that have already been posted to QuickBooks. These Posted transactions will NOT be deleted from the Accounting Tab.
Click the Delete button to delete the remaining selected Pending transactions.
Click the Cancel button to abort the deletion and return to the Accounting Tab with your selections.
3. A success banner will display when the selected Pending Check requests have been deleted/removed from the Accounting Tab > Checks view.
The Value Transaction from the selected Case will be automatically updated to reflect the Deleted transaction. Neos will clear the Paid By, Paid To, and Amounts fields. "DELETED" will be added to the Reference field and DTF items will be deleted.
