Modify a Book Transfer

You can modify any book transfer (with the exception of recurring Book Transfers - *See NOTE below) that has a "pending" status designation.

The Book Transfer Summary page contains one row for each transaction within a book transfer. Consequently, one to many and many to one book transfers are spread over multiple rows in the table. If you select a transaction from a multiple-transaction book transfer, all transactions display on the appropriate page.

*NOTE:  Recurring Transfers may not be edited/modified once established.  If changes to an existing Book Transfer is required, the record must be deleted from the system, and an new Book Transfer added that incudes the required data changes.

To modify a book transfer:

1. Select Book Transfer from the navigation bar.

2. Select Summary from the list of available categories to display the Book Transfer Summary page.

3. Select the book transfer you want to modify and click or right-click and select the Modify menu option to display the Payment Detail Tab.

   The version of the Payment Details Tab that displays depends on the type of book transfer being modified.

4. Make your changes on the appropriate tab.

   To view a recap of the book transfer and see the status of each transaction, click the Status Tab.

5. Click Submit to display the Modify Book Transfer Verification page.

   Your system may be configured to skip the verification page and instead display the Book Transfer Confirmation page.

6. Verify the information about the book transfer you just updated. If corrections are needed, click Modify, make the corrections, and click Submit again.

7. When the information on the verification page is correct, click Submit to update the book transfer and display the Book Transfer Summary page again.