Changing Information on a Posted Transaction

Use the following steps to change information on a posted transaction:

1. To find the claim, enter the claim number in search and select it from the search results page.

2. Open the credits tab and then click the transaction number. The payment posting page will open displaying the transaction.

3. Click the "Edit transaction" button.

4. On the "Edit transaction" window:

   1. In this window you can change the deposit date, transaction number, and/or transaction date.

   2. Adding a note is optional.

   3. Click Save.

      If you changed the deposit date:

      • On the Claim page > Credits tab: The original deposit date will show a reversal. A new credit block will display the changed deposit date.

      • Accounting periods: If the new deposit date is within a closed accounting period, the reversal and deposit will show in the next accounting period.