When preparing payments in Acumatica, have you ever accidentally clicked “Process All” instead of “Process”? When this happens, all of your bills are now in the Process Payments/Print Checks screen and are waiting to be printed, which means you can’t move forward to process bills.
This is an easy mistake, but it’s also an easy fix! Continue reading to learn how you can go back to where you started before you hit the “Process All” button.
- First, on the Process Payments/Print Checks screen, uncheck all the boxes except for the ones you want to print. You can do this by toggling all the check boxes off. Do this by selecting the check box at the top, and then individually selecting the ones you want to print.
For example, if there are only four checks I want to print, I will select the four corresponding boxes. See the image below as a reference!
2. From here, you will then process the checks as normal. After you have released the checks you printed, you can go to the Checks and Payments Inquiry. You will now see all the checks that you did not print with a Status of Pending Printing.
3. You can filter the Inquiry to only show a Status of Pending Printing, so you know which checks need to be removed. On the Status column, click the Clear All, select Pending Printing and then click OK.
You should now only see the checks with a Status of Pending Printing.
4. Select the first one listed by clicking on the Reference Number. This will take you to the Checks and Payments screen.
5. Click the Trash Can and OK and the document will be gone. This will put the bill back in the Prepare Payments screen and remove the Check Document from the Process Payments/Print Checks screen.
6. After you click OK, it will take you back to the Checks and Payments Inquiry. You can repeat the process of selecting the Reference Number and deleting the next one by clicking the Trash Can and clicking OK.
Below, you can see 001990 is no longer listed on the Checks and Payments Inquiry and no longer on the Process Payments/Print Checks screen.
You can also see the bill is back in the Prepare Payments screen and is ready to be paid. You can now move forward, and you are back to where you started before you hit the Process All button!
Want to see some more quick fixes?
Head over to Bangert’s YouTube channel for more Acumatica content!