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If you have processed payments in Microsoft Dynamics 365 Business Central, then you have also likely encountered a need to void a check. The process itself can be a little confusing if it’s the first time you have needed to, however, the following details will guide you through the process, making it easier.
First, you need to find the Check that needs to be voided. There are a few ways to navigate there, but the fastest is to search for Check Ledger Entries and open that form.
This will show you ALL checks from all Bank Accounts:
Alternatively, you can navigate through the Bank Account Card > select the Bank Account menu option > then select Check Ledger Entries as this will provide a filtered set of data by the Bank Account.
Regardless how you got there – from Check Ledger Entries you can locate the Check that needs to be voided:
Side Note #1: There are scenarios where Unapply and void check, will not work and an error will present. This often means you need to manually un-apply the Payment/Check FIRST, before it can be voided. This is done via Vendor Ledger Entries > select the inverted ellipse of the Check/Payment in question > select Unapply Entries, from the submenu; this will allow you to use the Void check only option above to complete the Void.
Side Note #2: When a check/payment has already been added to a bank account reconciliation, an error will present indicating it cannot be voided, even when it is not marked as Cleared on the Reconciliation. It must be removed from bank account reconciliation to mitigate the error.
There is a possibility that you would have a check that was Printed, but not yet posted. When you need to Void a Printed status check, that is completed via the unposted Payment Journal, not the Check Ledger Entry. Business Central will error when trying to Void a Printed check that is not Posted. When you complete a Void via the Payment Journal, the Check Ledger Entry status will update to Voided – not Financially Voided.
This concludes the steps to void a check in Business Central and I hope it helps you navigate the steps with more clarity and understanding of the options and financial impacts of the void check process.
For more support in Microsoft Dynamics 365 Business Central, open a support request.
Paulette St George is a Senior Technical Professional, Customer Support, for Enavate Managed Services, a DXC Services Partner. She has more than 25 years of experience in back office technology with a primary focus in Microsoft Dynamics SL and related solutions. She has served as a solution architect and designer, as well as developer. Currently she functions as a Senior Technical Consultant for Enavate by supporting Microsoft Dynamics, Microsoft SQL Server as well as varied Procurement solutions and Business Intelligence reporting technologies. She enjoys spending time cooking and creating healthy, clean and exciting meals, and spends much of her free time reading and researching many different topics of interest from Astronomy, Food Science and even Homeopathic Medicine. She lives in Southern California splitting her time between Orange County and Big Bear Mountain, enjoying the beautiful and varied weather SoCal has to offer.