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Edit Booking in Importing Status

  • Updated

NOTE:  NEW TO HB INFORM - Associates may now make changes to a booking while it is in the importing status by:

1. Navigating to the My Bookings tab

2. Finding the booking by id and status of "Importing"

My Bookings - Edit While Importing (1).png

3. Click the pen icon to begin making your edits 

4.  A confirmation pop-up will appear to let you know the previous submission will be removed from the accounting importing queue.  Click Edit New Booking if you want to proceed.

Importing - Confirmation to take out of queue.png

5. Enter any booking field changes and  Submit the booking again.