Skilled Nursing Facilities

Click edit next to the reversal batch that you want to add reversal entries. The Reversal Batch window appears.

Click New to enter an invoice or a payment that you want to reverse.

In the Reversals Select window, type or search the code assigned to the vendor in the Vendor Code field.

In the Vendor Search - Vendor Code For Facility pop-up, click Vendor Code or Vendor Name to view the list by vendor code or vendor name respectively. You can also search by entering the first few letters of the vendor code or name in the Search field.

If the reversals are for a non-vendor payment, click No Vendor at the top of the Reversal Select pop-up. The Invoices section closes and expands the Payments section to list any non-vendor payments made through the system. 

In the Reversals Select window, select the invoice. For Invoices, notice the system defaults reversal date, period and year with how the invoice was originally entered and posted. Make sure to change these dates to a relevant dates if necessary.

Select payment reversals in the same way as invoice reversals. Notice that the reversal date defaults to the payment date. Change the reversal date to a date within an open period.

Click Save to add these entries to the reversals batch and return to the Reversal Batch page for the selected batch.

Click Back on the Reversals section of the Reversal Batch page to go back to the A/P Batch Window - Reversals page.

In the A/P Batch Window - Reversals screen, locate the batch name, and click post to post the batch.

In the Post Batch window, verify the details and click Post to post the batch.