Complete this task to transfer an external collection transaction from external collections to active AR.
Note
Only one external collection transaction can be reversed at a time.
The external collection transaction reversal is recorded as RVCOL activity code on the external collection transaction in external collections and on the service fee line of the guarantor account in active AR. If the practice is configured for accounting dates, the Accounting Date option is included on the Reverse External Collection Transaction window.
Select the external collection transaction to be reversed.
3
Click Reverse. The Reverse External Collection Transaction window opens.
4
Review the Transaction Details to verify the information presented and the external collection transaction being reversed is correct.
5
Enter the Accounting Date to be used.
Note
If your practice is not configured for accounting dates, the Accounting Date option is unavailable.
6
Enter a reason for the reversal in the Note field.
7
Click OK.
Info
The reversal transaction is recorded as the RVCOL activity code on the external collection transaction in external collections and on the service fee line of the guarantor account in active AR.
Note
Click Cancel to make no changes and close the window.