You can use the Financial Document Status wizard to change the status of financial documents. For example:
Below are steps to show you how to change the status of multiple financial documents.
The Select a Chase Wizard to begin dialog appears. Click on the Financial Document Status section.
The Bulk Financial Documents Status Change Wizard dialog appears.
The Common Task field contains a list of filters defining status changes for specific documents. Selecting a Common Task automatically populates the Document Type and New Status fields.
You can also Save a selected filter, which will make it available as a Common Task the next time you open the wizard.
Click the Document Type field and select the financial document you want to edit.
This is a mandatory field and needs to be completed.
Ensure that you have updated the correct documents and click the Finish button.
Click the Close button.
A green check mark next to a CE means that the process was successful.
A red X mark next to a CE means that the process was unsuccessful. If you hover over the X mark you will be able to view details about the issue.
Ensure all selected financial document statuses have been updated accordingly.
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