Voided forms

Security
Built-in filters

When a check is printed, its check number is assigned to the payment. A bank transaction that references the check number is created when the corresponding GL entry is merged. If a preprinted check form is lost, torn, voided, misprinted, or allocated for handwritten checks, you can use the Voided Forms window to document these other "uses" of the forms.

In a few circumstances, ActivityHD records the voided forms for you:

  • When an operator overrides the default beginning check number when printing checks.
  • When the last number is changed on a check register.
  • When a new check register is created with a gap reason.

Voided forms reference a bank account, but they are not included in reconciliation because they do not have an amount, they do not appear on a bank statement, and they are not actually posted to the General Ledger.

A voided forms record that is manually entered can be edited; however, only the memo on a system-generated voided forms record can be edited.

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Voided forms security

Common accesses available on voided forms

Access A user with this access can...
Change Use the mass change action on voided forms.
Custom Fields Create and edit custom fields for voided forms.
Data Have read-only access to voided forms from anywhere in the software (e.g., field validations, filters, date expressions).
Delete Delete voided forms.
Edit Edit voided form records.
Export Export voided form records from ActivityHD.
Import Import voided form records into ActivityHD.
New Create new voided form records.
Read Have read-only access to voided form records.
Report Run reports with voided form information.
Report Designs Create and edit report designs with voided form information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers Create and edit action profiles and report profiles related to voided forms.
Shared Filters Create and edit shared filters on voided forms.
Visible View the Voided Forms folder in the Navigation pane.

 

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Voided forms filters

The following built-in filter is available for voided forms:

Filter Name Effect
? Bank Account Prompts for a bank account and lists the voided forms for that bank account.

 

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Report Email dialog

From
The email account from which to send the email. Valid options are:
  • Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
  • Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
  • Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.