As Secretary, you may occasionally need to remove a Member Payment that was entered in error, whether it is a duplicate or entered in the wrong Income Category.
This article will demonstrate the process to delete the Payment.
From your Home Screen in groupable:m2 as Secretary, navigate to the Undeposited Payments screen across the top (see screenshot):
From here, you'll see the following screen with the little red trash can to the left of any Undeposited Funds (see screenshot):
When you click on the trash can, you'll be prompted to confirm that you do, indeed, wish to delete this Payment by clicking on the blue "OK" button. Once you click "OK", this can not be reversed (see screenshot):
You will then receive a green bar across the top of the screen confirming that you have successfully deleted the deposit (see screenshot):
Now that you have deleted this Payment, you are ready to enter the corrected Payment amount or Income Category, or move to the next step.
You will also see the Delete option in the Manage Member Payments screen for any Undeposited Funds for each individual member.
If your Payment was already Deposited in m2, you will need to remove the payment from the Deposit.
Note: Trash cans are not visible from Internet Explorer and AOL Web. Please see Technical Requirements for links to secure and supported web browsers.
Thank you and we hope that this new feature allows you to complete your Secretarial role more quickly and smoothly than before.