Updating the Details of a Pre-Approval or Claim

Suppliers can make updates to transactions in Unifyr Admin, under certain conditions. This means you can make your own changes, or help your partners if they’ve submitted information in error.

You can edit this information:

• Pre-approval/Claim Information, i.e. partner, transaction name, amount, notes, custom data provided via the Pre-Approval/Claim form

• Pre-approval/Claim Status, i.e. status, pre-approved amount, approved amount, response

  Note

  Suppliers can’t edit transaction status information if they’ve got Fund Types enabled.

Notes about editing transactions:

• These values can’t be changed:
  • Transaction Type
  • Source
• Can I change the partner information as a supplier?
  • If the transaction was submitted by a partner in the portal - no
  • If the transaction was submitted by the supplier in Unifyr Admin - yes

To edit a transaction in Unifyr Admin:

1. Navigate to Partner Management > MDF > Transactions.
2. Find the Pre-approval or Claim you want to update, and click on it to open its detail view.

3. Click the Edit button in the Information or Status section, as required.

   

4. Make the required changes.
5. Click Save.