Note: All transactions should be reviewed before they are deleted or the new file is renamed. Take into consideration that there may be posted transactions that are related to the unposted transactions. For example, an unposted charge where a payment or credit or deposit has been applied to it. Be aware that unposted transactions are available to be paid, applied, refunded, etc in the various PM tasks.

Use Change Entries to delete unposted transactions or use File Tools to rename the new.pmt file.

• Use Option I if you want to use Change Entries to remove individual transactions from the new.pmt file.
• Use Option II if you want to remove all of the transactions in the new.pmt file.

Option I: Void individual transactions from the new.pmt file in Change Entries

• See article ID 28050 DocLink: How do I adjust a transaction in the Property Management new file? for detailed instructions. Note: Only certain transaction types are available in Change Entries: Payments, Charges, Charge Adjustments, Credit Adjustments, Bad Debt Write Offs, and Accumulator Adjustments.

Option II: Remove all of the transactions in the Property Management new file

Caution: If you rename a transaction file, those transactions are removed from the application. You should be sure that the entries in the new.pmt file are the entries that you want to remove. If you want to remove only certain transactions, follow the steps in Option I instead.

To view the transactions in the new file, refer to article ID 29375 DocLink: How can I see unposted transactions in Property Management? and article ID 28049 Which Property Management records can contain unposted transactions?

1. In Property Management, from the Tasks menu, select Post Entries.
2. Click Ranges and verify that you want to remove all of the batches listed in the Batch Source Range Selection window.
   • If there are any batches that you want to post, select them, click OK, and then click Start. Review the posting journal to verify that the batches posted correctly.
   • If you want to remove all of the batches listed, click Cancel twice.
3. From the Tools menu, select File Tools.
4. Select Rename and click Next.
5. Select the new.pmt file.
   • If you have Ask Name marked for PM Transaction in File Locations (File, Company Settings, File Locations), then your new file may have a different name.
6. In the New file name box, type a new name for the file. For example, type "new" with the current date: new10-31-20. Click Next.
7. Click Start and then click Finish.

If any of the batches were Cash Receipt batches, perform the following steps in Cash Management (CM):

1. In Cash Management, from the Tools menu, select Options.
2. Select the Audit setup activity check box and then click OK.
3. From the Setup menu, select Bank Accounts
4. If prompted, select a print option for your audit report.
5. Select the bank account for the cash receipt batch.
6. Scroll the tabs to the right to get to the Pending Deposits tab.
7. Delete the rows for the PM batches that were removed from the new.pmt file.
8. Repeat steps 5 through 8 for any additional bank accounts associated with the batches that were removed.
9. Click Close.
10. From the Tools menu, select Options and clear the Audit setup activity check box.