SmartFusion Modules > Utility Billing > Maintenance > Updated Transaction Rollback

Recent Changes:  
6.208 - If a user rolls back an update that contains just lockbox payments, the system will now automatically void those payments, using the same rules as are used when voiding a payment in Cash Collections, and then rollback the update.

6.170 - Updated the process to allow the rollback of automatic payments on deposits and posted bank drafts (includes a warning)  

6.158 - Added logic to save an audit record when a rollback occurs  

6.157 - Added code to identify whether an update that a user wishes to rollback contains payments and, if so, inform the user to void the payments contained in the update

6.124 
- Cleared out the completion date for the rollback of Delinquent/Late Charges when the client is NOT set up to allow the delinquent process to run multiple times
- Cleared out the completion date for the rollback of Disconnect Charges when the client is NOT set up to allow the disconnect process to run multiple times

6.52 - Users may now rollback lock box transactions.

Overview

This process allows for rolling back a utility billing transaction by the update number assigned to the transaction and the date the transaction was created.

Explanation

The following conditions must be met for a transaction to be rolled back:

  1. Must be a utility billing transaction
  2. Has not been billed or posted
  3. Cannot contain any payments that are tied to cash collections unless those payments came from a lockbox import