Difference with Cancelling Documents in IRIS Financials

The way you cancel documents in IRIS Financials Version 7 has been changed to make the process easier. This topic explains the differences between cancelling a document in Version 6 with Version 7.

This topic uses a nominal receipt to demonstrate the difference in the process between versions 6 and 7. The process for cancelling documents in Version 7 is the same for all document types.

Version 6

To cancel a document in Version 6 you are required to reverse the existing document using a journal.

When the document has been reversed, you then have to manually allocate the journal with the original document.

Version 7

In Version 7, to cancel a document you find and select the document, then select the CANCEL DOCUMENT button on a Document Enquiry window.

This section assumes you are familiar with selecting criteria for and running a document enquiry. For more information, please see Running a Document Enquiry.

This automatically cancels and allocates the document by posting the reversing lines on the original document.