{"id":9004,"date":"2023-02-02T01:30:09","date_gmt":"2023-02-02T01:30:09","guid":{"rendered":"https:\/\/help.gjgardner.com\/?post_type=ht_kb&p=9004"},"modified":"2023-02-02T01:32:39","modified_gmt":"2023-02-02T01:32:39","slug":"how-to-reverse-variations","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/nz\/hc\/xero\/how-to-reverse-variations\/","title":{"rendered":"How to reverse Variations"},"content":{"rendered":"

When reversing approved variations in the Builders portal. It is important to first determine if the variation has already been paid or not. If an approved variation has already been paid, we need to determine if a refund is required, and if so, that this is reflected correctly in Xero.<\/p>\n\n\n\n

If a variation claim has been paid, the reversal process will have to begin in Xero. <\/p>\n\n\n\n

If a variation claim is still unpaid, you can void the claim invoice in Xero and synchronise with the Builders portal. Skip forward to the reversal process of variations below in this article to complete the process.<\/p>\n\n\n\n

To remove a payment from, and void a variation claim invoice in Xero, follow these steps:<\/strong><\/p>\n\n\n\n

    \n
  1. Go into Xero, find and open the variation claim invoice.<\/li>\n\n\n\n
  2. Select and open the payment that was received in a new tab.<\/li>\n\n\n\n
  3. Click on the options button and select remove and redo.<\/li>\n<\/ol>\n\n\n\n
    \"\"\/<\/figure>\n\n\n\n
      \n
    1. Now perform a synchronisation in the Builders portal to push across the changes in Xero to the Builders portal so that the variation claim status changes from Paid<\/strong> to Authorised<\/strong>.<\/li>\n<\/ol>\n\n\n\n
        \n
      1. Back in Xero, we can void the variation claim invoice that had the payment removed.<\/li>\n<\/ol>\n\n\n\n
        \"\"\/<\/figure>\n\n\n\n
          \n
        1. In the bank reconciliation screen a refund can be created from the payment that was removed from the original claim invoice or it can be applied to an alternative invoice.<\/li>\n<\/ol>\n\n\n\n

          Now that everything is tidy in Xero, we can now reverse the variation in the Builders portal.<\/p>\n\n\n\n

          To reverse a variation in the Builders Portal, follow these steps:<\/strong><\/p>\n\n\n\n

            \n
          1. Click on Jobs<\/strong><\/li>\n<\/ol>\n\n\n\n
            \"\"\/<\/figure>\n\n\n\n
              \n
            1. Click on Job List<\/strong><\/li>\n<\/ol>\n\n\n\n
              \"\"\/<\/figure>\n\n\n\n
                \n
              1. Search for the job that needs to have variation reversed.<\/li>\n<\/ol>\n\n\n\n
                \"\"\/<\/figure>\n\n\n\n
                  \n
                1. Open on the job by clicking on the correct line.<\/li>\n<\/ol>\n\n\n\n
                  \"\"\/<\/figure>\n\n\n\n
                    \n
                  1. Click on the variations tab.<\/li>\n<\/ol>\n\n\n\n
                    \"\"\/<\/figure>\n\n\n\n
                      \n
                    1. Select the variation that you want to reverse.<\/li>\n<\/ol>\n\n\n\n
                      \"\"\/<\/figure>\n\n\n\n
                        \n
                      1. Click the reverse button.<\/li>\n<\/ol>\n\n\n\n
                        \"\"\/<\/figure>\n\n\n\n
                          \n
                        1. Select Process<\/strong><\/li>\n<\/ol>\n\n\n\n
                          \"\"\/<\/figure>\n\n\n\n

                          The variation should now be reading a status of Reversed <\/strong>and if a claim was made it should now be removed from the history section of the claims tab.<\/p>","protected":false},"excerpt":{"rendered":"

                          When reversing approved variations in the Builders portal. It is important to first determine if the variation has already been paid or not. If an approved variation has already been paid, we need to determine if a refund is required, and if so, that this is reflected correctly in Xero….<\/p>","protected":false},"author":16,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[70],"ht-kb-tag":[257,258],"class_list":["post-9004","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-xero","ht_kb_tag-reverse","ht_kb_tag-variations"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/9004"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/comments?post=9004"}],"version-history":[{"count":2,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/9004\/revisions"}],"predecessor-version":[{"id":9006,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/9004\/revisions\/9006"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/media?parent=9004"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-category?post=9004"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-tag?post=9004"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}