Requests: Editing a Request

Editing a Request

To edit the Request description and request type:

  1. Navigate to Remittance > Requests. 
  2. Select the desired request from those in the table.
  3. Select the Actions drop down > Edit in the top-right.
  4. Edit the description and request type.
  5. Select Save Request.

 

                        To add a person or package to the Request:

  1. Navigate to Remittance > Requests. 
  2. Select the desired request from those in the table.
  3. Select the Actions drop down > Add Person/Package in the top-right.
  4. Fill in the appropriate information in the available fields.
  5. Select Add.

 

To edit the information within a remittance package:

  1. If the hours within a package are black text, the package must be unfinalized. To unfinalize a package:        
  1. Select Actions > Unfinalize.
  1. Make any necessary changes to the hours shown in blue text.
  2. Select Actions > Finalize.

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk