Do you need to edit a payment or check request in License Pro but the check request has already been exported? The first step in the process is resetting the AP export in the check request grid. You can quickly reset your AP export by following these steps:
- Open the Check Request grid under the “Lists” menu.
- Filter the grid so it contains the check request(s) for which you need to reset the AP Export.
- Select the check request(s) you need by clicking the check box on the left side of the row.
- Go to the Grid Menu (hamburger menu in the top right corner of the grid).
- Select “Reset AP Export” from the dropdown menu.
- Hit Save.
Your AP Export has been reset and you can now edit modifiable fields on the check request and reexport. The field “Check Request Exported Date” is a useful field to reference during this process. When the AP Export is reset, this field will show as blank, indicating the check request is available to reexport.
You can also void the check request if needed so you can edit the payment record directly.
Need more information? Check out “Editing a Payment and Resetting an AP Export in License Pro” under our License Pro self-study courses here.
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Imani Kleineweber
302 636 5400 x61045
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