10.3.12 Viewing and changing financial institution

To view and change the parent financial institution:
  1. Click a report.
    The report's Validation Errors tab is displayed.
  2. Click the Financial Institutions tab.
    The parent financial institution and the financial institutions involved in these transactions are listed.
  3. (Optional) To change the parent financial institution, click Change Parent.
    The Change Parent FI page is displayed.
  4. Select a financial institution from the drop-down menu, provide your comments and click Save.
    The parent financial institution is updated.