To revise or update information for an existing ACH account, select the desired account by clicking on the magnifying glass icon located on the left side of the appropriate ACH Account List line. When this icon is clicked, a new window is opened (see example below) that contains the following:
An update form that is populated with the current information for the selected account
A function Bar that contains Save, Delete and Reset icons.
The user updates the borrower's ACH information by revising data in the appropriate fields. All fields on this form are required entry.
Click on this link: Data Entry and Edit Guidelines to review information pertaining to what values may be entered into the various fields on the ACH Account Information update form.
Click on the Reset icon to restore the update form to its initial (blank) state. Any fields which were modified or updated by the user will be restored to their initial value, that is the value that was displayed when the update form was first opened.
To save the revised address information, click on the Save icon. Clicking the Save icon will trigger an edit process that validates the user-entered data. If there are any errors, they will be displayed in a pop-up dialog box.
Click on the OK button to acknowledge the errors and return to the entry form. Modify the field(s) in error and again click the Save button.
If there are not any edit errors, the updated ACH account information will be written to the database, and the pop-up update window will be closed. The ACH Account List will be updated (if appropriate) to reflect the revised account information.
To exit this process without saving the account revisions, simply click on the ACH Account List browser window at any time to close the pop-up ACH Account Information update window.