Reversing a TAP transaction entered directly into AR Manager Reverse Button Greyed out?

  • Updated

The Reverse Posted Application option only works on posted transactions. If the record you are trying to reverse does not say posted on it, then the Reverse Application Button will not be available.

If you are trying to get rid of a transaction that has not yet been posted, simply DELETE it.

If ,when trying to delete the transaction, the system says the transaction has been invoiced and you can't delete it, you will have to unpost and void the Invoice on which the transaction was presented to the Client-Matter.

Note also that Orion doesn't necessarily recommend entering TAPs through AR Entry because you would not then have a check trail showing money leaving the trust account and applied to the Client-Matter file. Best Practices dictate doing TAPs via AP Manager in a distribution line and then applying them in AR Manager.

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