Skip to main content
Contact

Edit Periodic Payment

Periodic Payments in a Pending Approval status can be edited after the Periodic Payment has been rejected.

To edit the details of a periodic payment that is in a Draft, Expired, Active or Approver Rejected status, follow the steps below.

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:
  • Method 1: Right-click on the periodic payment and click Edit on the Context Menu
  • Method 2: Select the periodic payment and click Actions > Edit on the Control Bar
  • Method 3: Click on the periodic payment to display the View Periodic Domestic Payment screen and then click Edit on the Control Bar
3 Edit the periodic payment as required
  • To remove one or more beneficiaries from the list, tick the checkbox next to the beneficiary number and click Remove:
    Bene
  • To edit a beneficiary in the list, click on Beneficiary Payment Details to display the Beneficiary Payment Details pop-up window:
  • If you need to edit Recurrence Details and the periodic payment is in an Active status, click Edit Recurrence Details.

edit

The following pop-up message will appear "Editing a Periodic Payment's Recurrence Details will remove it's existing schedule and create a new schedule." Click Edit Recurrence Details to continue to edit the details.
4 After you have completed the periodic payment updates, click Review & Submit at the bottom of the screen:
Click Close on the Control Bar to discard any updates made to the periodic payment.
Error?
  1. View the error message displayed:
  2. Review the highlighted fields on screen and update as required. If a beneficiary has an error, there will be a warning message in the payment instruction:
    Click Beneficiary Payment Details to view the error in the Beneficiary Payment Details pop-up window
5 Review the periodic payment details and click Submit:
If the periodic payment details are not correct, click Previous to return to the previous screen and edit the periodic payment as required.
RESULT:
  • If your organisation requires Templates to be approved, a confirmation pop-up window is displayed advising that the periodic payment has been submitted for approval. The periodic payment will need to be approved (or rejected) before it can be used to create a payment. 
  • If your organisation does not require Templates to be approved, a confirmation pop-up window is displayed, and the periodic payment is active and will begin to create payments as per the schedule