Prevent Voiding Checks from a Prior Quarter

Voiding checks from prior quarters is a “messy” process, as it will affect quarterlies and so on; therefore, extreme care must be used in these scenarios. Fortunately, you can modify the generic rule to prevent users from voiding checks that are older than a specific date.

The rule in this example is going to be dependent on the period dates that are pulled in from the calendar. (Each check pulls in the period begin and period end dates from the calendar.)

Important: If you use this rule, you must update it each quarter to include the most recently processed quarter.

To create this more specific rule, based on the generic version, follow the same steps explained for voiding paychecks with the following additions on the Conditions sub-tab:

Table 2-73: For voiding checks

Target Object Type	Field	Op	Value	Type
This	beginDate	<	04/01/2014 06/01/2014 etc.	Date

The Value must be the start date of the current quarter, so all checks with begin dates that are less than the date specified are affected by the rule.

Use this condition for both checking accounts and direct deposits.

The condition for a check is shown in Figure 2-79:

Figure 2-79: Checking account Conditions sub-page