How to Add/Remove a Deferral

Created by Nichole Cryar, Modified on Fri, 07 Oct 2022 at 08:46 AM by Nichole Cryar

1. In the account that the deferral will be added or removed, select Owner in the drop down under Account.

2. In the Owner Screen select Edit.

  • to add the deferral, enter the deferral date in the Start Deferral field. Click Save.
  • to remove the deferral, enter the end date in the End Deferral field. Click Save.