Unpost and Edit a Check

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Written by Nick Miles

Last published at: April 1st, 2019
  1. Select Checks from the Home page.
  2. Choose an Account.
  3. Click the CheckID of the check that you want to unpost or edit.
  4. Click Un-Post.
  5. Click Edit.
  6. Make any desired edits and click Save.

Note:

  • You must unpost a check before it can be edited.
  • Fund Advisors will receive an email notification that the check has been unposted.