Voided Charges Report

Open Reports > Finance > Voided Charges. The report is included on the Professional plan and above, and you need Finance access.

Report Overview

The report lists charges removed from invoices by voiding either the invoice or an individual charge. See Voiding Invoices.

Each row is a record of the charge as it was invoiced, kept when it was voided. Voiding returns the charge itself to not invoiced, so it can be invoiced again and appears in the Billable Charges Report as not invoiced.

The report opens on every voided charge in your account, with the newest Date Voided first. Add the Status: Unresolved filter to list only the charges still to be resolved. A Total Voided Amount above the table adds up the Total of every row the filters match.

Report Columns

Invoice Date

The date of the invoice this charge was originally invoiced on.

Date Voided

The date the charge was voided.

Invoice

The reference of the original invoice.

Type

How the original invoice was managed (Self, Plan or NDIA).

Participant

The Participant this Charge relates to.

Total

The total cost of the charge when it was voided, including GST on any Charge Item that attracts GST.

Voided Reason

When voiding an invoice or a charge, the user has the opportunity to enter a reason for voiding the charge however this is optional so this may be blank.

Voided By

The user who voided the charge.

Opening the Source

Use the three-dot menu to open the voided charge's source: View Task, View Support, or View Direct Charge.

You can sort by Invoice Date, Date Voided or Total.

Available Filters

To apply filters, click Filter and select the filter you'd like to use. Use the Search charges box to find a charge by claim reference, voided reason, Participant name, the name of the user who voided it, or invoice reference.

Date

There are two date filters, and both dates in each range are included:

• Invoice Date finds charges whose original invoice is dated in the range.
• Date Voided finds charges voided in the range.

Status

Use Status: Unresolved to find voided Task, support and direct charges whose original charge still exists and has not been invoiced again. It is off until you add it.