Geography: This article is applicable for ANZ Transactive Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.
Full details are available in Features by Geography.
- Periodic Payments in a Pending Approval status can be edited after the Periodic Payment has been rejected.
- If the active Periodic Payment is edited and your organisation has Approval Required for Templates selected from Administration > Other Settings > Division Details Screen, then the Periodic Payment schedule requires approval.
- Eligible users with Payment Management role permissions and account access and Payment Templates entitlements can edit a Periodic Payment schedule. For more information, please refer to Role Permissions and User Permissions.
- Editing a Periodic Payment's Recurrence Details will remove its existing schedule and create a new schedule.
Periodic Payment Schedules
Follow the steps below to edit the details of a periodic payment schedule that is in a Draft, Expired, Active or Approver Rejected status.
| STEP | ACTION |
|---|---|
| 1 | Go to the Payments > Periodic Payments screen |
| 2 | Locate the periodic payment and use one of the following methods to move the periodic payment into edit mode:
|
| 3 | Edit the periodic payment as required
Click Edit Recurrence Details if you need to edit Recurrence Details and the periodic payment is in an Active status.
A pop-up message will appear "Editing a Periodic Payment's Recurrence Details will remove its existing schedule and create a new schedule." Click Edit Recurrence Details to continue to edit the details. |
| 4 | Click Review & Submit. |
| 5 | Click Submit
RESULT:
|