Banner Bank Business Mobile Remote Deposit User Guide

31

Editing an Effective Date for a Transaction Some checks may have specific instructions about depositing, including a specific effective date. Other checks may need an effective date pushed back if the deposit was made ahead of time. Use the following steps to change the effective date of a deposit item.

1

2

3

4

5

In the Dashboard tab, click Current Transaction Summary. 1. Click the “Approved” link to view transactions not yet processed. 2. A report of approved transactions appears. Select the the transaction you would like to edit. 3. To change the date the transaction will be processed, click the next to the Effective Date field. 4. The Effective Date field will become an editable field where you can enter a new date. A calendar option appears for date selection, or you may type in a date in MM/DD/YYYY format. You will also need to enter the Reason for changing the effective date. 5. Select the Save button when finished. Selecting the Cancel button will cancel the change. View icon next to Edit icon

Administration: Working with Deposits