Uncomplete Direct Journal Payments
Purpose of this Article: This solution article provides instructions on how to uncomplete a Direct Journal payment that has not been posted to the General Ledger.
Audience: SF Financials Users with the AR Payment Approver role
Author: Robert Conner
Version/Update Date: 1.0/05.05.26
NOTE: This job aid is effective when the new AR WorkCenter features go live on Friday, May 15, 2026.
This job aid attached provides instructions on how to uncomplete a Direct Journal payment that has been posted to the General Ledger. You can follow these steps for payments marked 'Complete' on the Payment form or on the Direct Journals to Complete page in the Receivables WorkCenter.
Requirements
To uncomplete a Payment, the deposit must not have been posted to the General Ledger and must not have been reconciled to the Bank Statement in Cash Management.
Note:
In the job aid example, a completed Direct Journal contains the incorrect department in the distribution lines. We will uncomplete the payment and update the department values.
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Questions?
Please email sfemployeeportalsupport@sfov.org if you have additional questions the topic of this solution article.