How to Cancel a Transaction in the Logbook

If you need to cancel a transaction for a deal that has not yet printed, follow these simple steps to ensure your cancellation is processed correctly.

Step 1: Access the Logbook Section

Begin by navigating to the "logbook" section of your application. This area contains all recorded transactions and activities.

Step 2: Select eFile Option

Once you are in the logbook, look for the option labeled "efile." Click on this option to proceed with locating your specific transaction.

Step 3: Filter Today's Work

You will see an option marked "today's work." Mark the circle next to this option. It helps narrow down your search results specifically for transactions completed today.

Step 4: Find Your Transaction

Your next step is crucial:

• Select "find now":
• This action will display all transactions logged under today's date, allowing you to locate the one you wish to cancel.

Step 5: Open Drop-Down Menu for Cancellation

A once you've found your desired transaction, look towards the right side of its entry where you'll notice three horizontal lines (often referred to as a hamburger icon).

• Click on these three lines:
• This action will open up a drop-down menu containing various options related to that transaction.

Selecting Cancellation Option

• Select "cancel efile": This choice initiates the cancellation process for your selected transaction.
• You may be prompted with confirmation messages; make sure you confirm if required!

Troubleshooting Tips:

• If you cannot find your transaction after filtering by "today's work," double-check if it was entered correctly or consider expanding your search criteria beyond just today’s entries.
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• If issues persist while trying to access functions within efile