Independent - 1777 Message

[progoldi2]

Wellesley Real Estate

I closed a deal on June 5 and now I need to undo the closing. I tryed to undo it but i'm getting a message that it has cleared bank transaction (attached is the message) would you please look why it is giving me that message if I have the check here with me and it was never deposited. Thank you

[admin]

Westwood Real Estate

The UNdo function cannot undo a transaction if the checks created by the transaction are cleared under a bank reconciliation.

In order to Undo the transaction, you will need to un clear the checks associated with the transaction from the bank recociliation period thay are currently cleared under.

[progoldi2]

Cambridge Homes for sale

The check is not clear in progold, it hasn't been deposited in the bank yet.

[admin]

Dover Homes for sale

What PID # is the transaction under? What check numbers are associated with the transaction?

[progoldi2]

Milford Homes for sale

PID # 38467 and check # 70422

[admin]

Natick Homes for sale

Check # 70342 was also issued from PID 38467. It is currently a voided check, but has been cleared through a bank recon which is why you are getting the message about an uncleared transaction from the Undo process.

If you need to modify PID 38467, you will not be able to use the Undo process. You will have to manually Undo it. Unlock the record and manually change the status on it to Pending. You have to manually deal with check # 70422 also. If it needs to be voided you have to go to the transaction in the bank account and delete it and then manually re-enter it in the checkbook so you can void it.

[progoldi2]

Watertown Homes for sale

This deal was closed in May and I had to undo it, I didn't know that the first void check was affecting the new one.

Thank you for the information,

[admin]

Wellesley Homes for sale

You are most welcome!

Your Pro Gold i2 Support Team