Discarding Cash Entries

Note: To view the Discard button ensure your administrator has the correct override property. Your administrator must go to Setup | Object Manager | Cash Entry | Buttons, Links, and Actions. Click the View label. Next to Salesforce Classic Override Default ensure "c2g:codacashentryview" is selected.

You must specify a reason for discarding the document, which is stored with the record for future reference and auditing.

To discard a document:

1. Select the "In Progress" document that you want to discard.
2. Click Discard. If you can't see this button, contact your administrator.
3. Type a reason for discarding this document. You cannot leave this field blank.
4. Click Discard again.