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How do I change the effective date on something I just imported?

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If you want to change the effective date on something you just imported follow the steps below.

 

1.Select Untransmitted Records icon from your top menu bar.

Untransmitted button

 

 

 

2.Select the records you want to change the effective date. To select the row select where the red arrow is pointing.

 

Select row to change item

 

 

 

3.Select the change date icon Change date  this will allow for you to select a new effective date.

 

Change effecting date 1

 

 

4.Change your date and select Apply Dates

 

Change effecting date

 

 

 

 

 

5.Select the Home icon  to take you back to the main screen to finish importing your file.

 

Home House red arroe

 

6.Select Go to Create ACH File Page

 

7.Select Create ACH File and your file will be ready to go to the bank.