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How do I update the details of a transaction once created?
How do I update the details of a transaction once created?
Jessica avatar
Written by Jessica
Updated over a week ago

Updating the details of an unverified transaction on the AMLHUB desktop can be done through the ‘New’ or 'Ready' sections of the CDD register.

  1. Locate the transaction by typing the name of the transaction into the ‘Search’ field.

  2. Click on the transaction name; you will be redirected to the structure of the transaction.

  3. Click on the "..." to the right of the top-most module of the transaction.

  4. Select 'Edit' from the dropdown.

  5. A pop-up window will appear on the right-hand side of the screen.

  6. Make any necessary changes to the details of the transaction.

  7. When satisfied with these changes, click ‘Update’.

  8. A pop-up message will appear to signal that the transaction has been successfully updated.

  9. Click 'Close'.

    Note: you no longer need to unverify a transaction in order to update it. Simple click on the record, update any required information, and reverify.

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