Review/Reverse Financial Transactions

This allows user to review all previous transactions and reverse or delete selected transactions.

Click the button,

The Client Transaction History screen will appear.  

Use the navigation buttons to Review the history.  

  Scrolls history to the first entry.

  Scrolls history up by one page at a time.

  Scrolls history up one entry at a time.

  Scrolls history down one entry at a time.

  Scrolls history down one page at a time.

  Scrolls history to the last entry.

 Reverse

Choose the entry to be reversed.  Click the button.  If this button is "grayed out" or not available to select, then this entry is not reversible.

A warning message will flash:

Click the button to discontinue the reversal process.  Or click the button to continue with the reversal process.

A reversal screen will appear.

This screen will display the transaction to be reversed and the effect it will have on the clients account.  Click the button to finalize the reversal.

If the transaction has been remitted, it may not be eligible for reversal.  If so, a notification will pop-up.