KELL Smartpack DocumentationFund Allocations Documentation Working with Posted Records and Reversing v2.XIf I want to quickly post or unpost multiple payments, do I have to use the Export tab?

If I want to quickly post or unpost multiple payments, do I have to use the Export tab?

We do recommend that you use the Export Template/Export Payments tab to post Payments. However, if you do want to lock Payments/Opportunities on a record by record basis, you can do it with some optional buttons.

CAUTION: There is no way to control who has access to a custom button on a layout. If the layout is accessible to all users, then all users will be able to post/unpost which may not be what you intend. Please review your organization's security settings and sharing model and decide what is best from there.

Edit Opportunity Layout

Click on Buttons and drag Post All Payments and Unpost All Payments to the custom button section of the layout.

Edit Opportunity Layout

Edit the Payments related list by clicking the wrench on its bar and then select the Buttons section. Add Post Payments and Unpost Payments buttons. This will allow you to select payments to post/unpost as opposed to the above buttons which will do all Payments.

To use, click Unpost All Payments on Opportunity (if Payments had previously been posted).

You'll see a pop-up box to confirm. Click OK.

The page will reload and you will see that Payments have been unposted and the records are editable again. Make sure you remember to re-post the payment/opportunity when the necessary changes are made and you reconcile again.