If you've accidentally included payments in a Distribution Draft and need to return them to the Assign Payments list, follow these simple steps to reverse the process.
Step 1: Locate the Distribution Draft
Go to your Distribution List and find the Distribution you’d like to reverse.
Step 2: Ensure It’s Set to Draft
If the Distribution is not already in Draft status:
Click to open the Distribution Review.
Select Set to Draft in the top right.
If it is already a Draft, move on to the next step.
Step 3: Navigate to Assign Payments
From the main navigation, select Assign Payments.
Step 4: Filter by Payment Status
Near the Search Payments bar, click the Filter icon.
Set the Payment Status to In Distribution.
Click Update to refresh the list.
Step 5: Find the Correct Distribution
In the refreshed list, look under the Distribution column to identify the payments included in the Draft you're reversing.
Step 6: Remove Payments from Distribution
For each relevant payment, click the three-dot menu at the end of the row.
Select Remove from Distribution.
The payment will be returned to the Assign Payments list and can be added to another Distribution.
You’ve now successfully reversed the Distribution Draft and reassigned the payments. If you need further help, feel free to reach out to our support team.