To edit details of a direct debit that is in a Draft, Needs Repair or Approver Rejected status, follow the steps below.
To edit a direct debit that has already been submitted for approval and is in a Pending Approval status, you must Recall the direct debit first.
|1||Go to the Receivables > Current Direct Debits screen|
|2||Locate the direct debit and use one of the following methods to move the direct debit into edit mode:
|3||Edit the direct debit as required
|4||After you have completed all the direct debit information, click Review & Submit at the bottom of the screen:
|5||Review the direct debit details and click Submit to submit the direct debit for approval:
If the direct debit details are not correct, click Previous to return to the previous screen and edit the direct debit as required.
|6||In the confirmation pop-up window, choose your next course of action: