Reject a fund request

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • You can reject an incoming fund request based on your business priorities or if you do not have sufficient funds.

    Before you begin

    Role required: sn_invst_pln_v2.investment_user

    Procedure

    1. Navigate to All > Investment Funding > My Funds.
    2. Open an active investment.

      If you want to open a different investment, access the drop-down menu next to the name of the currently displayed investment. Either search for another investment by entering its name in the Search My Investments field or choose it from the five most recently visited investments.

    3. Click the Allocate Funds tab.
    4. Select a working period and click Apply.
    5. Select an investment from the Allocate Funds grid.
    6. Click the Allocate Funds drop-down list and select Reject.
    7. Optional: Select an investment, and click Clear from theAllocate Funds drop-down list to remove the planning state funding requests that are for past funding periods or non-editable funding periods from your list.