Option to Display Inactive Transactions on Invoices and Receipts

Sometimes additional investigation is required to answer a taxpayer’s questions when a receipt and/or transaction might have been deleted from one or more of the their invoices. By default, both the Receivables and Receipts sides of the program have only shown you active transactions, penalties, and abatements. So, if a taxpayer bounced a check you would have needed to consult the NSF Checks Report to know why their invoice still shows an amount due. Or, if a payment was incorrectly applied to one invoice and then subsequently the transaction was deleted, you would have needed to consult the Deleted Receipts/Transactions Report.

Avitar Collect has a feature that allows you to view the inactive (deleted) transaction(s) without having to check various reports.

From the Receivables side:

Once you are logged in to Collect, and on an invoice, click the Transactions tab. If there is an invoice with an inactive payment, penalty, and/or abatement on that specific invoice, you will see a link beneath the Transactions grid labeled “Show Inactive Transactions.” By clicking this link, you will be able to view the inactive transaction(s) on this invoice.

From the Receipts side:

Similar to the Receivables side, once you are logged in to Collect, and on a receipt, if there is an inactive transaction, you will see a link beneath the Transactions grid labeled “Show Inactive Transactions.” By clicking this link, you will be able to view the inactive transaction(s) on this receipt.

For more information on this topic, please follow this link: Displayed Receivables to our online documentation.

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