Revised 12/05/2025
Request Payment Voids, Adjustments, and Refunds in akoyaGO Non-Accounting App
This guide will walk you through how to process voids, refunds, and adjustments in akoyaGO CRM only for clients who do not utilize Business Central.
For processing voids, adjustments, and/or refunds in akoyaGO with Business Central, please see Request Payment Voids, Adjustments and Refunds.
Again, this Knowledge Article is only relevant if you do not use Business Central! If you use Business Central, stop here and reference the Knowledge Article above!
Enter the Grant Amendment on Request
If a payment was voided or funds were refunded, begin by entering a negative amount in the Grant Amendment field on the Request. This will ensure you have the full picture of the amount that was originally approved (Original Grant), the amount refunded or voided (Grant Amendment), and the final amount received by the Payee (Grant Amount).
The Grant Amount will auto-populate based on Original Grant + Grant Amendment.
For example, this is what a Request would look like if the full grant of $1,500 was refunded or voided:
Enter Negative Request Payment
Next, click +New Payment or Requirement from the Payments & Requirements tab. This will open the Payment or Requirement Quick Create Form. Enter the Negative Amount that was refunded or voided and click Save and Close:
Open the Payment that was created and set the Payment Date to the date the funds were refunded or voided. The Payment Status will update to PAID, indicating this is not an outstanding payment:
If the full amount was refunded/voided, the two payments will net to $0. The PAID field on the Request will reflect this:
The final result should be:
- A Request with a negative Grant Amendment
- Payment(s) with negative amounts indicate the amount that was refunded or voided
We also recommend adding a note to the Payment or Request timeline to describe and record the refund/void.