Void an advance funded with cash.
Before you start
- Sign in as
- Finance with permission to create payouts, in an organization that uses Trailhead guides
- Starting state
- An advance funded with cash that no guide settlement has deducted
Run the scenario
- 1AccountingSettleWise · Treasury → Payouts → Guide Advances
Click Void on the advance, write a reason, and click Void advance.
Expected evidence
The advance shows Cancelled, its payout shows Voided, and the register is back to its earlier balance.
Scenario completed
Cancelled advance
- Guide debt
- Owes the advance→Nothing owed for it
If it does not match
- If voiding is refused, a guide settlement already deducted this debt; void that settlement first.