To enter payments using Quick Entry From Preformat

  1. On the CitiDirect navigation bar, click Payments.  Select Quick Entry From Preformats.  The Quick Entry Summary Form appears.

-OR-

Click Payments on the CitiDirect navigation bar and select any link to the process tabs, such as Modify.  Click the New button and select Quick Entry From Preformats.  The Quick Entry Summary Form appears.

  1. Enter payment data in the appropriate fields.  To view the details related to a preformat, select the corresponding row and click View Preformat Details.  If a non-existent Preformat Code is entered, an Error appears to indicate that a Preformat with the specified code was not found.

  2. Click Submit All.

  3. Click Close to return to the Payment Summary Form.

Notes: