PAYE91056 - Reconcile individual: overpayments: re-issue / re-instate repayment (Action Guide)
To carry out the Supervising Officer duties required when reissuing or re-instating a repayment consider steps 1 - 5 below. The guide is presented as follows
Navigate to the correct screen
| 1. |
In Payable Order Control role select the Accounting tile |
| 2. |
Select the Financial Event Summary option |
| 3. |
Navigate to the Repayment Details screen for the relevant repayment |
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Re-issue or re-instate repayment
| 4. |
In the next screen you will be given 3 options. You must decide whether to |
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- Issue Replacement Repayment. Selecting this option will take you to a further ‘Issue Replacement Repayment’ screen
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- Re-Instate Cancelled Repayment
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- Issue a calculation by selecting the ‘Issue Copy of Balanced Calculation’ link
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Further processing
| 5. |
Selecting the Re-Instate Cancelled Repayment option will trigger further processing as follows |
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- The system will check to ensure no other repayment for this year is outstanding
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- It will delete the cancellation reasons previously entered against the repayment
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- It will update the status of the repayment from ‘Cancelled’ to ‘Paid’
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- It will remove the ‘Date Cancelled’ from the system
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- It will display the updated information on the Repayment Details screen
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