Editing Remittance Details

From the Remittance Details window, you can edit the Carrier, Deposit Date, and Payment Type for remittances. Before you can post a remittance, you must enter a deposit date that does not occur within a month that has been closed. You must have the Edit Carrier Checks security permission to edit remittance details.

You can edit remittances with the Ready to Review, In Review, and Posted status. Remittances with Posting status can be edited only if there are posting errors that need correction.

1. Open the Remittance Details window for a remittance.

   For more information, go to Opening and Navigating the Remittance Details Window.

2. Click Edit Details.
3. Enter or select a Deposit Date.
4. Change the Carrier and Payment Type, if necessary.
5. Click Save.