Reviewing, Editing, and Deleting Postdated Cheques

This section describes how to use the Postdated Cheques screen to edit the amount, cheque date, number, name, submission date, charge code, and note, and to delete unapplied cheques.

You can reach postdated cheque records for viewing or editing from links on the Resident, Lease (commercial), or Owner (condo) screen.

To add the links to review postdated cheques, you must load the following packages: Resident screen ss_ReviewFromTenantScreen.pkg Lease or Owner screen ss_ReviewFromLeaseScreen.pkg For more information about loading packages, see “Updating Databases by Loading Optional Packages and Parameters” in the Voyager Core Installation and Administration Guide.

 

To review or edit postdated cheques

To review and edit post-dated cheques from the Resident screen

To review or edit postdated cheques

1	From the side menu, select Postdated Cheques > Review Postdated Cheques. The Review Postdated Cheques screen appears.

2	Complete the filter and click Submit. A table appears below the filter.

If a receipt control number or Deleted appears in the Receipt column, the cheque has been applied. Deleted means the receipt has been deleted, as would occur if the receipt batch containing the cheque was deleted. You can click the link to unapply the cheque.

3	Edit as needed.

4	If you want to delete a postdated cheque record, select the check box in the Delete column. When you click Save, the record will be removed from the table.

You cannot delete a postdated cheque record that has previously been applied. Deleted PDC records are not removed from Voyager. The status of the record is changed to Deleted. You can run the Postdated Cheques Listing report to review deleted records.

5	If you made any changes, click Save. A confirmation request appears.

6	Click OK. The table is updated with the changes.

To review and edit post-dated cheques from the Resident screen

1	From the side menu, select Residential > Review Resident. The Resident filter appears.

The Review PDC link is available on the Lease screen and Owner screen. For the Review PDC link to appear on the Lease or Owner screen, you must run the package ss_ReviewfromLeaseScreen.pkg

2	Complete the fields, as needed.

For more information on completing the filter, see “Reviewing Resident Records” in the Voyager Residential User's Guide.

3	Click Submit. The Resident screen appears.

4	On the right side of the screen, under Data, click Review PDC. The Review Post Dated Cheques screen appears.

For the Review PDC link to appear on the Resident screen, you must load the ss_ReviewfromTenantScreen package.

The filter is completed with the property code and resident code.

5	Edit as needed.

For more information about reviewing and editing post-dated cheques, see “Reviewing, Editing and Deleting Postdated Cheques” on page **.

6	If you made any changes, click Save.

Additional Information

Postdated Cheques Procedures