Unsubmitted Transactions

By default, the check boxes for all transactions, other than possible duplicates, are already selected. Transactions for restricted customers are indicated in red.

About Restricted Customers

1. From New Transaction, scroll down to Unsubmitted Transactions.
2. Optional: To attach a file, click the action icon and choose Add Attachment. File Attachments for Transactions
3. Optional: Remove check marks for any transactions you do not want to submit (ALL transactions, except duplicates, are selected by default).
4. Click the Agree check box to confirm the Statement of Validity (required and described in the BusinessManager Agreement).
5. Click Submit Transactions.
6. Note the newly submitted transactions in the A/R Activity page.

Click the warning icon, if any, to resolve Duplicate Invoice issues for a transaction that would have a funding flag if the transaction is submitted. These transactions are at the top of the list by default.

You can edit transactions while they are in the Unsubmitted Transactions list. Once you submit, you cannot edit them because they are created in near-real-time.

1. From New Transaction, scroll down to Unsubmitted Transactions.
2. Click the action icon for the transaction you want to edit.
3. Choose Edit Transaction.
4. In the Edit Transaction popup, edit the fields as needed.
5. Click Save, and click Save again to confirm.

You can delete individual transactions while they are in the Unsubmitted Transactions list. Once you submit, you cannot delete them because they are created in real time. Your financial institution can view unsubmitted transactions, including those you have deleted.

1. From New Transaction, scroll down to Unsubmitted Transactions.
2. Click the action icon for the transaction you want delete.
3. Choose Delete Transaction.
4. Click Delete to confirm.

Alternatively, you can also delete a transaction from the Edit Transaction popup.

You can delete ALL unsubmitted transactions at once. (This feature is typically used to correct an error when a file has been uploaded by mistake.)

1. From New Transaction, scroll down to Unsubmitted Transactions.
2. Look carefully at the list to be sure every transaction should be deleted. (All transactions will be deleted, including those with check boxes not selected.) Are there any transactions you want to submit? If yes, then submit them now before going to step 3.
3. Click Delete All Transactions.
4. In the confirmation, click Delete All Transactions.
5. Note that the Unsubmitted Transactions list is now empty.

Transactions cannot be edited or deleted after you submit in the New Transaction page. Why? Transactions are created in near-real-time. Other system events may affect the newly submitted transaction. Best practice is to resolve the error quickly before the financial institution considers it for funding.

If a correction is needed, you can do one of the following:

• Go to Transaction Details to resolve a single transaction and start over. Transaction Details
• From A/R Activity, click Resolve Open Invoices (left navigation pane) to resolve multiple invoices and start over. Resolving Invoices
• Contact your financial institution. Contacting Support