Can I Modify an Item in a Batch?

We discovered that a check was entered with the wrong amount in Cash Receipts. Is there any way to modify that?

Yes, you can modify the item, as long as it has not been processed. If the check has been processed, contact DDI for assistance on how to proceed.

If it has NOT been processed, go into Cash Receipts Stage 1.

In the Date field, change the date to reflect the batch date for the item. Then, click either Mailroom or Cashier batch, depending on what type of batch the item resides in:

Once you click either the Mailroom or the Cash batch icon, you'll see a list of batches for that date:

Locate the batch containing the item you wish to modify, and then click the Open button. This will open the batch and list the items in the batch:

Click the item that you wish to modify, and then click the Edit button on the toolbar. This will open up the item for editing:

You can now make your changes. When you have finished, click OK to save the changes.