Modifying/Deleting Pending Real Estate Payments

Note: Pending Real Estate Payments can only be modified or deleted by users who have been assigned the appropriate privileges. For information on user privileges, refer to Group Information – Service Privilege Details – Real Estate Payments.

To modify a payment:

1. On the Pending Real Estate Payments screen, click on the Reference Number of the payment you want to modify to access the Real Estate Payment Detail screen.

2. Input the necessary changes.

Note: To return to the Pending Real Estate Payments screen without saving your changes, press the ‘Back’ button on your browser.

3. Click on the Save button.

• The following message will appear: “Are you sure you want to save this payment?”
• Click ‘OK’ to save your changes

Note:

· Only the following fields can be altered:

- Debit Account

- Value Date

- Amount

- Deal ID

- Additional Information

· Payments that are modified may revert to ‘Entered’ status and may have to be re-approved before they can be submitted to the Bank for processing. Only payments in ‘Ready’ status can be submitted for processing.

To delete a pending payment:

Real Estate Payments can be deleted directly from the Pending Real Estate Payments screen.

1. Click [delete] under the Action column next to the payment that you want to delete.

The following message will appear: Are you sure you want to delete this payment?

2. Click ‘OK’ to delete the payment.

Payments can also be deleted from the Real Estate Payment Detail screen, allowing you to view the details of a payment before you delete it.

1. Click on the Reference Number to view the details of a payment.
2. Press the Delete button at the top of the Real Estate Payment Details screen.

· The following message will appear: Are you sure you want to delete this payment?

· Click ‘OK’ to delete the payment.

Related Topics

Pending Real Estate Payments