Edit and Delete Domiciliation Lines

After you have generated domiciliation suggestions, you might want to change the domiciliations lines. For example, you might want to reassign a bank account or prevent payment for a specific customer or customer ledger entry.

After you have modified the journal lines, print the Domiciliation Journal - Test report to test all journal lines.

The Suggest Domiciliations batch job creates domiciliation suggestions for all customers matching the specified criteria.

To edit a journal line

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Domiciliation Journals, and then choose the related link.
  2. In the Batch Name field, select the required journal batch.
  3. Select the journal line, and edit the fields.

To delete a journal line

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Domiciliation Journals, and then choose the related link.
  2. In the Batch Name field, select the required journal batch.
  3. Select the journal line, and then choose the Delete action.
  4. Choose the Yes button.

See Also

Direct Debit Using Domiciliation
Set Up Domiciliations
Generate Domiciliation Suggestions
Test Domiciliations
Export and Post Domiciliations

Note

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