Go to the transaction – either from an alert in the Alert Box, an alert in an email, via the Presentation List (elcyMBP, Export, Presentation List) or if you know which transaction it is, select the transaction from the Export Transaction List and then select the presentation from the left-hand side.

Once you have the right presentation, you have the option to update the status to Docs In Order or to Refused as appropriate.

 1. In Order

When you have reviewed the documents and they are In Order, change the status to Docs in Order. You can attach documents to the transaction at this point if required but you will also be able to when you pay or accept the documents.

If the documents are in order, then you have the option to update to Paid, Accepted or Cancel.

2. Refuse

If you need to refuse, select Refused and the screen changes to show possible refusal reasons.

You should tick the relevant boxes for the reasons for refusal and enter comments if required. Then click on the green arrow to update the status.

Enter the date of refusal and any further comments then click on Refused. The corporate then has the option to reprocess and resubmit the presentation, either as discrepant or with corrected documents. Alternatively, you may agree now to accept the docs despite the discrepancy.

Either the corporate or yourselves can change the status from Refused to Action Required. You then have the possibility to change the status to Docs in Order, or to Discrepant Docs Acceptance Request. Depending on the outcome of this, you have the choices of Docs in Order or Refused.

3. Cancel

If Cancel, then a box for Comments appears, complete as needed and click on Cancel.

4. Paid

If Paid, a pop up appears for the information about the presentation fees and payment date to be entered, attach any required documents and then click on Paid.

5. Accepted

If Accepted, the below pop up appears for completion, then click on Accept.

An Accepted presentation can subsequently be Paid or Cancelled if needed.