Reject a manual opening balance reference

This part of the guide explains how to reject a manual opening balance reference.

The rejection of a manual opening balance reference is only possible when its status is In Progress or Pending Final Approval. Once the manual opening balance reference has been rejected, its status changes to Rejected.

The following example shows how to reject a manual opening balance reference with an In Progress status. This procedure is standardized and applies also to manual opening balance with Pending Final Approval status.

Step 1 - Go to the page List of Manual Opening Balance References

1. Go to the Tax Account module;
2. Choose the Manual Opening Balance References menu. This action opens the List of Manual Opening Balance References page (503:2023);

Step 2 - Reject an opening balance reference

3. Go to the Status column;
4. Choose the In Progress option. This action displays all the opening balance references with this status;
5. Search for the opening balance reference to be rejected;
6. Check the Reference No. box subject of the request.
7. Click the Reject button. This action opens a Confirmation window;
8. Add a Comment;
9. Click the Save button. This action confirms the rejection of the opening balance reference, changes its status to Rejected and updates the List of Manual Opening Balance References page (503:2023).