NSW Finance - Editing an Existing Payment

Note:  This article is for the benefit of schools in New South Wales only

Occasionally errors are made that do require the editing of payments.  Unfortunately, as payments are uploaded directly to SAP when they are applied, there is very little that is able to be edited.  The SAP upload is able to accept a new payment but does not cater for changes to existing payments. 

EDITING A PAYMENT

The most common reasons for wishing to edit a payment are:

• Incorrect payment method
• Incorrect date
• Incorrect payer

If any of these are required it is necessary to cancel the payment and reenter the payment with the correct details.   Refer to this article on how to cancel a payment.  Cancelling a Payment Received

EDITING A PAYMENT COMMENT

The Comment field appears on both the payment and the line item allocation so this can be amended for either.

1. Find any one of the students in the family using one of the search tools available

2. Click on the student Finance ($) icon

3. Click VIEW ALL PAYMENTS

 

4. Click the cog icon on the payment or allocation line you wish to amend.  

5. Change the comment and enter the Reason for Change. This is a mandatory field as an audit log is kept of the change.  

6. Click SAVE to update the payment.