Sunrise Banks Personal and Small Business Online Banking and Mobile App User Guide

54

Editing Transactions View Account Activity shows all transactions initiated with Digital Banking regardless of status. However, users can cancel/edit Authorized transactions up until their process date.

1

2

3

In the Transfers & Payments tab, click View Account Activity . 1. Select a transaction to edit. The “Edit” option will only be available when the transaction is in Authorized status. Once the status has changed to Processed, users will not be able to edit/cancel the transaction. 2. Click the icon and click “Edit.” 3. Make the necessary edits and then click the Transfer Funds button when you are finished. Note: If you edit a recurring transaction in the Single Transaction tab, you will only edit that single occurrence. To edit an entire series, you must visit the Recurring Transactions tab in View Account Activity.

Transactions: View Account Activity Overview