Move Money Job Aid

1. Select Account Services in the Department field.
2. Select Adjustments in the Group field.
3. Select Move Money in the Request Type field.
4. Navigate to the Select Money tab.
5. Select the appropriate transaction.
6. Click Save.
7. Navigate to the Apply Money tab.
8. Navigate to the Disposition Details widget and complete the following substeps:
   1. Click New.
   2. Enter the following information:
      Note: These selections should correspond to the location where the selected transaction will move to.
      • Type
      • Sub Type
      • Effective Date
        Note: This should auto-populate, but if not, enter today’s date.
      • Amount
        Note: The amount should be equal to the transaction that was selected in the Select Money tab. The remaining amount after the money has been moved should be $0.00.
        Example: 

        Field	Example Selections
        Type	Escrow
        Subtype	ESC
        Effective Date	04/29/2025
        Amount	$1, 419.61

   3. Proceed to the next step.
9. Click Submit Case.
10. End process.