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      How to Remove Anticipated Transactions from a Ledger

      Guide steps on how to remove anticipated transactions individually, or all at once using the Award Letter and/or Payment Plan.

       

      1. Individual anticipated transactions can be deleted by clicking Delete on the student ledger.

        Individual anticipated transactions on a ledger can be deleted by clicking Delete.

      2. To remove all anticipated transactions associated with their Award Letter, click EDIT on the Award Letter.

      To remove all anticipated transactions associated with the Award Letter at once, click EDIT on the Award Letter.

      3. Uncheck the Award Finalized and Award Official boxes

      Uncheck the Award Finalized and Award Official boxes

      4. Select a term prior to the term in which the student withdrew or cancelled from in the 'DELETE FROM TERM' drop-down box and then click Save.

      Select a term prior to the term in which the student withdrew or cancelled from in the 'DELETE FROM TERM' drop-down box and then click Save.

      5. This prompts VIAS to remove all anticipated transactions on the ledger after the date chosen in step 4.  The screenshot below shows that all transactions from the Award Letter have now been removed from the Ledger. 

      All transactions from the Award Letter have now been removed from the Ledger. The remaining payment plan installments can be deleted by deleting the payment plan

      6. The remaining payment plan installments can be deleted by deleting the payment plan.  Click on the payment plan balance.

      Click on the payment plan balance

      7. Click Delete Plan

      Click on Delete Plan

      8. All anticipated transactions have now been removed from this student ledger:

      For information on How to Void a Posted Transaction, click here