How do I perform a Global Account Change?

Step-by-Step Guide

Making Global Account Changes

1. Go to TMS

2. Search for a Partner

3. Go to Account Change tab under Partners

4. Enter a Source Account

5. Enter a Target Account

Note: Global Account Change request move all splits from one bank account to another as specified

6. Select Terminals

NOTE:  If there are multiple splits with accounts created under different partners.
The new account needs to be created under the other partners as well to be able to perform the change. Then you will do a global change for each partner.

Otherwise, try doing a Global account change but only select the splits that are associated with the Partner associated with the Target Account.

7. Click Okay

8. A Submit Request module will appear

9. Enter an Effective Date

10. Enter a Stop Date

NOTE:  There is also an option for Monthly, which begins on the 1st of the month chosen

11. Provide email(s) to receive verification of Global Account Change

NOTE:  To remove an email address, simply click it

12. Click Add

13. Click Submit

14. Next, you will see your Pending Global Account Change request 

NOTE (1): A Pending Global Account Change request has a couple of minutes before being processed where it can be deleted by clicking the trashcan icon

NOTE (2): Refresh the page after 5 to 15 minutes to see the status update

NOTE (3): Global Account Change requests will not be processed during Settlement (1:30 p.m. - 3:00 p.m. CST) 

15. There is the ability to filter by Status 

16. If the Global Account Change request Failed or was Rejected, please contact Customer Support