Reverse a transaction
Before you begin
Requires the Post: Reverse permission. See Work Order permissions.
The job the transaction belongs to must be Open or Partial. Reversal is not available once the job is closed. See Transaction types for how a reversal is recorded.
Steps
Open the Work Order and go to the job that has the transaction you want to reverse.
In the job's transaction list, find the transaction and select Reverse Tx (or, on a kit-member row, the reverse icon).
Review the confirmation dialog. It shows the job number, the transaction description, the original price, and the original quantity — there is no reason or note field to fill in.
Select Reverse Transaction to confirm, or Cancel to back out without reversing anything.
A "Transaction Reversed" confirmation appears. The original transaction stays in the list marked with a Reversed badge, and a new offsetting entry appears alongside it marked with a Reversal badge. The job's and work order's totals update to reflect the reversal.
If this step fails
If you don't see a Reverse Tx action on a transaction, it can't be reversed — this happens when the transaction is already reversed (it shows a Reversed badge) or is itself a reversal entry (it shows a Reversal badge). Neither can be reversed again; see Transaction types.