Purpose: The Payment Transfer Wizard screen is the screen housing the wizard where internal staff members can transfer improperly applied payments to other accounts or to suspense. The wizard contains the following steps:
1. Transfer Payments To
2. Transfer Payment Submit
3. Transfer Payment Confirmation
The following information is needed in order for an internal staff member to transfer a payment in SUITS:
•Account payment is being transferred from
•Account payment is being transferred to (or whether the payment should be suspended)
•A reason to transfer the payment
This wizard is viewable by internal staff members in SUITS that have the appropriate roles to transfer payments. This must be accessed in the employer portal by going through the staff portal.
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