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The Transfers/Advances grid allows the user to search for any existing transfers or advances by clicking on the filter row in the grid columns and entering the desired information. Click on any row of the search results to see a summary view of the record. Click on 
besides a transfer/advance to see the full details. The Advanced Search can be utilized by clicking on the 
in the upper right side of the grid.
Edit Transfers/Advances
Transfers/Advances from an open posting period may be modified. Only fields that are allowed to be edited will be displayed.
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- Click on the view icon
for the advance you want to repay. - Click the
in the Repayments section to create a new repay transaction for that advance. Any previous repayments against the advance will also show in this section.
- The amount will default to the remaining amount on the advance. The date will default to the current date. Update the amount and date if needed and enter description of the repayment.
- Click on
to post the transaction, click on 
to not post the transaction and return to the grid - To remove a repayment, click
on the line in the Repayments grid you wish to remove.
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For a more detail walk through on this process click here.
- Click on the view icon for the advance you want to repay.
- Click the
in the Repayments section to link a repay transaction for that advance. Any previous repayments or linked repayments against the advance will also show in this section.
- The pop up will include a drop down to select a Legacy Repay to link.
- Select the appropriate transaction and click
to save or 
to close the pop up without saving. - To remove a linked repayment, click on the line in the Repayments grid you wish to remove.
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Per the Auditor of State's office the time restriction to repay Advances has been removed. Previously an advance had to be repaid in the current or next fiscal year. A repayment beyond that time would have to be processed as a transfer. It is up to the district to know how the specific advance is to be repaid. This will no longer be determined by the software.