How do I change a designation on a payment? | Vision2 Help Center

Steps to move a transaction to a different fund or other designation

• On the Details page of the payment you need to edit, scroll down to the bottom of the page and click the Edit Payment button

• Scroll down to the Payment Applied To section and click the Change Designation button

• Search for and select the designation

• Click Save & I’m Done

• You will be returned to the Payment Details screen. You should see the new designation in the Applied To section