Amending/Deleting Entries (Unposted Batch) - eFin

The following process should only be followed where an error has been identified prior to a batch being posted. If any errors in the county or application type have been identified after the batch has been posted the Amending UID number process must be followed.  

Process Steps

Incorrect county/application type information

6.1 In the Cash on Account screen highlight the entry to be amended and click the Notepad icon.

6.2 Amend the appropriate field

6.3 Score out the original UID number(s) on the application form, backing of deed and, if applicable, cheque and add the new UID number

6.4 Click OK.

Incorrect FAS number

If an incorrect FAS number has been entered the entire record of that entry must be deleted. 

6.5 In the Cash on Account screen highlight the entry to be removed.  

6.6 Click delete.

6.7 Click on the save icon. The selected line has now been deleted from the batch.

6.8 Score out the original UID number(s) on the application form, backing of deed and, if applicable, cheque

6.9 The details can be reprocessed through eFinancials as normal and new UID number(s) added to the application form, backing of deed and, if applicable, cheque