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Canceling & Copying transactions

Canceling pending transactions

Use the Activity Center to cancel a pending transaction. If you cancel a transaction on the Recurring Transactions tab, you cancel all future recurrences of the transaction. If you cancel a single transaction in a recurring series on the Single Transactions tab, you cancel the single occurrence, not the entire series.

 

To cancel one or more pending transactions

  1. In the navigation menu, click or tap Transactions > Activity Center
  2. Browse or search for the transactions that you want to cancel
  3. In the activity center, select the check box for each transaction that you want to cancel, click or tap the Actions drop-down list, and select Cancel Selected.
  4. When prompted, click or tap Confirm to verify the cancellation. The status of the items will change to Canceled in the activity center.

 

Copying a transaction

If you need to copy a transaction, use the activity center to copy an existing transaction.

 

To copy a transaction

  1. In the navigation menu, click or tap Transactions > Activity Center
  2. Browse or search for the transaction that you want to copy
  3. Click or tap a transaction
  4. From the Actions drop-down list, click or tap Copy. A new transaction of the same type appears with the fields already filled
  5. Make any needed changes to the transaction. The procedure that you use to make the changes varies, depending on the type of transaction.
  6. When you are satisfied with your changes, submit the new transaction

 

 

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