Editing Untransmitted Records

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ACH Universal > Importing Transactions > Editing Untransmitted Records

Overview

 

Follow the steps below to edit an untransmitted record (either imported from a file or entered manually).  To assist in maintenance of an audit trail, editing transmitted records is not allowed.

 

Edit A Record

 

Select Reports from the main menu, then Reports. Alternatively, click the Report button on the main screen.  Select the Untransmitted ACH Records report in the dropdown box in the upper left.  You will see a screen similar to Figure 1 (below).

 

Figure 1 - Untransmitted ACH Records
Figure 1 - Untransmitted ACH Records

 

Click the record to be edited, then click the Edit button at the bottom of the screen.  You will see a screen similar to Figure 2 (below).

 

Figure 2 - Edit Record
Figure 2 - Edit Record

 

Change the desired information, then click OK.  Reload the report to see the changes.

 

 

 


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