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How to Reverse a Trust Receipt

Open Trust Register: Image Removed

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Select the receipt to be reversed, this can either be picked from the list provided or by manually searching using the required parameter fields. Image Removed

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Once opened, select 'Reverse Transaction' from the top of page:Image Removed

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Fill in the required fields, then select reverse transaction:Image Removed

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Trust reversals will take the next available trust receipt number. 

The original and reversed transactions will display with a 'REV' in the status column in the Trust Register:Image Removed

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RevTrustPmt
RevTrustPmt
How to Reverse a Trust Payment

 Open Trust Register: Image Removed

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Select payment to be reversed,  this can either be picked from the list provided or by manually by manually searching using the required the required parameter fields. Image Removed

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Once you have opened the required Payment, select 'Reverse Transaction' from the top of page:Image Removed

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Fill in the required fields, then select reverse transaction:Image Removed

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The reversed transaction will automatically take the same trust cheque number as the original transaction. 

The original and reversed transactions will display with a 'REV' in the status column in the Trust Register:
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