How to Request an Edit on a Payment Request

Modified on Tue, 9 May, 2023 at 1:46 PM

When a user uploads a payment request into CoFi, all members involved in the approval process, whether lender, contractor, or borrower, have the opportunity to review and approve the request.


However, at times, data entered into the request might not match up to an attached file, or a request might require a line item transfer. Whatever the change may be, users can request an edit to ensure the payment request is accurate and ready to be paid. 



How Do I Request an Edit on a Payment Request?



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