Review all transactions before you delete them or rename the new file. Consider that you can have posted transactions related to the unposted transactions.

For example, an unposted charge with a payment or credit or deposit applied to it. 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. Choose an option below.

• Use Change Entries to remove individual transactions from the new.pmt file

• Remove all transactions in the new.pmt file

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

See steps to adjust a transaction in the Property Management new file. You can only access certain transaction types in Change Entries.

• Payments
• Charges
• Charge Adjustments
• Credit Adjustments
• Bad Debt Write Offs
• Accumulator Adjustments

Remove all transactions in the Property Management new file

If you rename a transaction file, it removes those transactions from the application. Confirm 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 the Void option instead.

To view the transactions in the new file, refer to How can I see unposted transactions in Property Management? and Property Management records with unposted transactions

1. In Property Management, from the Tasks menu, select Post Entries.
2. Click Ranges. Verify that you want to remove all 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 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 marked Ask Name for PM Transaction in File Locations, then your new file can 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 you removed from the new.pmt file.
8. Repeat steps 5 through 8 for any additional bank accounts associated with the batches that you removed.
9. Click Close.
10. From the Tools menu, select Options and clear the Audit setup activity check box.