Voiding A Transaction in RunPTO

To void a transaction in the system, you can follow these steps:

1. Create a second transaction in the system with a negative amount entry that matches the details of the original transaction. This new transaction will effectively nullify the impact of the original transaction while keeping it recorded for future reference.
2. For Withdrawals:. In the Withdrawals section, create a negative amount entry using the same information as the original transaction.
3. For Deposits: Similarly, in the Deposits section, if you had a deposit transaction with multiple checks deposited but need to void one check, create a transaction with a negative amount entry specifically for that check.
4. If you wish to maintain a voided check report for reference purposes, you can create a tag called “Voided Check.” By applying this tag to the voided transactions, you can generate a transaction report specifically for voided checks using the corresponding tag.