Using the Browse & View Voids Page

You can use the Browse & View Voids page to view voids for your agency.

Applies to: Accountants, Accounting Assistants 

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This article explains how you can view offsets for your agency. You can filter by division and customer. In this instance, a customer can any of the following entities saved within BindHQ:  Insureds, Retail Agencies, Marketing Companies, Tax Authority, Suppliers  

 You can find this page by going to the “Accounting” tab in the side navbar, then going to “General”, and then selecting “Browse & View Voids” from the Journals tab.

You can use this page to answer the following questions:

• How can I view voids for my agency? 

The On-Screen Void [Listing] page displays the following columns:  reference, transaction date, customer, and memo. 

• The Reference column hyperlinks to the Void Detail page which provides detailed information about [all the Voids connected to that Customer
• The Customer column hyperlinks to the Customer page in the CRM to which the Void relates