How to transfer a Legacy payment from one account to another in Exceed
- From the Receipts screen highlight the payment you would like to move.
- Click Receipt Activity.
- Highlight your amount again and click Manually Suspend.
- Highlight your suspended amount and click Receipt Activity Detail.
- Click the Direct Suspense radio button.
- Type in your amount if applicable.
- Change the Bill Account Number to match the account that you are transferring to.
- Unclick the box labeled “Hold from Automated Processing” as this will put the money in suspense on the other account.
- Make sure there is no “Reason” selected from the dropdown.
- Press Submit.
- Note both accounts in Exceed.