When submitting a contribution, you will have the option to edit or cancel your submission.
How Do I Edit a Contribution Submission?
When submitting a contribution, the Edit Submission button is located on the "Review Submission" page just before completing a submission. Hitting the Edit Submission button will bring you back to the contributions grid screen to allow you to make your edits.
If you begin a submission but still need to complete and submit it fully, you can go back and pick up where you left off. When the contribution status shows as "Submission Started" on the main "Contributions" page, select the ellipses under the "Action" column in the "History" section. The allowable actions are:
- Resume - Pick up from where you left off
- Restart - Start from the beginning
- Cancel - Remove the submission completely and re-submit
How Do I Cancel a Contribution Submission?
You can cancel contributions from the main contribution screen when the status shows "Processing." Select the ellipses under the "Action" column, then select Cancel.
You can also cancel contributions when the status shows "Submission Started."
If you have any questions, please reach out to us at clientsuccess@vestwell.com.