Important Note: Once a payment has moved from scheduled to in flight and the funds are released to the recipient, it is unable to be cancelled. If a payment has a status of Needs Approval, Scheduled, or Awaiting Funds, you can move it back to drafts if it needs to be amended.

Why is this page important?
Understanding how to edit a payment helps users manage their transactions effectively and ensures that any necessary adjustments can be made promptly.

To edit a payment:

1. Log into your OFX account.

2. Navigate to the Payments tab from the left sidebar menu.

3. Find the payment you wish to edit and click on the 3 dots to the right next to the payment.

4. Click on the “Edit” button located at the top of the dropdown.

5. Make the necessary changes to the payment information, including amount, date, or recipient details.

a. Click Next to start editing.

b. Edit the necessary details. Click Continue.

c. Click Pay xxx to confirm payment.

6. Alternatively, if the payment is in the "Needs Approval", "Scheduled", or "Awaiting Funds", move the payment back to "Draft" status, and then edit the payment. Do the following steps:

a. Log into your OFX account. Navigate to Payments.

b. Identify the payment you wish to edit. Click on the 3 dots.

c. Select "Move back to draft" from the dropdown. The payment will be moved back to the "Drafts" status. 

d. Use the "Drafts" filter to find the payment. Once you have identified the payment, click on the 3 dots. Select "Edit" from the dropdown. 

e. Adjust the recipient using the dropdown on the "Select recipient" screen. 

f. Click "Next" to proceed to the next screen. 

g. Adjust further details on the "Create payment" screen such as recipient, Pay date, Funding method, Amount, Budget, Invoice number, Reference and Payment reason. Once complete, click "Continue". 

f. Review the details on the "Confirm payment" screen. Click "Submit for approval" to complete. 

8. If the payment is scheduled, ensure that any changes comply with your approval processes.