To edit details of a payment that is in a Draft, Needs Repair or Approver Rejected status, follow the steps below.
To edit a payment that has already been submitted for approval and is in a Pending Approval status, you must Recall the payment first.
STEP
ACTION
1
Go to the Payments > Current Payments screen
2
Locate the payment and use one of the following methods to move the payment into edit mode:
Method 1: Right-click on the payment and click Edit on the Context Menu
Method 2: Select the payment and click Actions > Edit on the Control Bar
Method 3: Click on the payment in the list to display the Payment Details screen and then click Edit on the Control Bar
3
Edit the payment as required
To remove one or more beneficiaries from the list, tick the checkbox next the beneficiary number and click Remove:
To edit a beneficiary in the list, click on Beneficiary Payment Details to display the Beneficiary Payment Details pop-up window:
4
After you have completed all the payment information, click Review & Submit at the bottom of the screen:
Error?
Click the drop-down in the Error pop-up to display the error:
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 payment details and click Submit to submit the payment for approval:
If the payment details are not correct, click Previous to return to the previous screen and edit the payment as required.
6
In the confirmation pop-up window, choose your next course of action:
Click Request Payment Summary Report to request the report
Click Save Payment as Template to create a template from the payment
Click View this Payment to go to the Payment Details screen
