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Edit a Document

Find out how to edit an existing document in MyPayments.

Payment documents can be edited at any time prior to them being completed by the preparer. Documents that have entered the approval workflow can also be edited, however, editing the document will result in resetting the approval workflow.

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1. Select a Document

  • To start, find the document that you want to edit. Documents can be selected for editing from either the Inbox, or from a document search
  • Select the document by clicking on the Document ID.

2. Edit the Document

  • From the document summary page, select Edit document from the Available Actions menu.
  • Documents already in the approval workflow will prompt you to confirm that you wish to edit the document. On the prompt page, click on the Edit button.

3. Modify the Document

  • Edit the document as needed.
    • The starting location in the document will be on the Payment Type section. The document information previously entered will be retained.
    • Move through the document sections using the Next button, or click in the progress bar on the document section that you wish to edit.
    • Note: You can not change the payment type.
  • Complete the required document edits and proceed to the Review and Submit section.

4. Complete Document

  • Check the details of the document displayed on the Review and Submit page.
    • If you need to make corrections to the document, you can click on the section needing correction in the document progress bar at the top of the screen.
  • If the information is accurate, click the I Agree that the information is valid checkbox.
  • When ready to submit the document, click the Complete Document button.
    • Edits made to the document after submitting will reset the approval workflow.  

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