{"id":163,"date":"2019-10-04T16:49:20","date_gmt":"2019-10-04T07:19:20","guid":{"rendered":"http:\/\/help.interfy.com.au\/?post_type=ht_kb&p=163"},"modified":"2020-09-16T09:35:33","modified_gmt":"2020-09-16T00:05:33","slug":"how-to-do-a-payment-reversal-for-a-commitment-progress-claim-in-xero","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/how-to-do-a-payment-reversal-for-a-commitment-progress-claim-in-xero\/","title":{"rendered":"How to do a payment reversal for a commitment progress claim in Xero ?"},"content":{"rendered":"

When a commitment progress claim has been paid in Xero, if a mistake is made, it cannot be modified in Procore as it is synced, as indicated by the green sync banner:<\/p>\n

<\/a><\/p>\n

This can be achieved through Xero:<\/p>\n

    \n
  1. Go to Accounting>Bank Accounts<\/strong>.<\/li>\n<\/ol>\n

    <\/a><\/p>\n

    \u00a0 \u00a0 \u00a0 2. Click the bank account the payment was made from.<\/p>\n

    \u00a0 \u00a0 \u00a0 3. Open the payment claim.<\/p>\n

    <\/a><\/p>\n

    \u00a0 \u00a0 \u00a04. From Options<\/strong> select Remove & Redo<\/strong>.<\/p>\n

    <\/a><\/p>\n

    \u00a0 \u00a0 \u00a05. A message will appear saying the account transaction has been removed with the option to redo the payment. The commitment claim payment will also disappear from Payments Issued in Procore.<\/p>\n

    <\/a><\/p>\n\n\n

    <\/p>\n","protected":false},"excerpt":{"rendered":"

    When a commitment progress claim has been paid in Xero, if a mistake is made, it cannot be modified in Procore as it is synced, as indicated by the green sync banner: This can be achieved through Xero: Go to Accounting>Bank Accounts. \u00a0 \u00a0 \u00a0 2. Click the bank account…<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[39,31],"ht-kb-tag":[47,19],"class_list":["post-163","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-transactions-commitment-claims-xero","ht_kb_category-faq-xero","ht_kb_tag-check","ht_kb_tag-xero"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/163","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=163"}],"version-history":[{"count":6,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/163\/revisions"}],"predecessor-version":[{"id":1388,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/163\/revisions\/1388"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=163"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=163"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=163"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}