Withdrawing/Accepting/Rejecting Transfers

This article explains how to withdraw, accept, and reject a transfer.

The Transactions Dashboard will display all records of transactions as well as pending transactions.

All of the below actions are completed under the Transactions dashboard- pending tab.

Withdrawing Transfers

Withdraws allow the transferor to cancel a transfer. To do so select the “Pending” tab. Scroll to the right of the table and select “Withdraw”.

You will be asked to verify the withdrawal, after doing so select “Withdraw”. The certificates will now be present under “Active”.

Accepting Transfers

If you are sent certificates externally from another organization or via an import they will appear under “Pending” as well.

Navigate to the “Pending” tab under the “Transactions” Dashboard.

Scroll to the right of the “Pending” table and select “Review”.

You will then select the Active account you would like the certificates deposited into, after doing so select “Review Transfer”.

The system will then ask you to review the transfer one final time, select “Accept Transfer” and the certificates will be deposited into the specified account.

Rejecting Transfers

If you believe RECs were transferred to your organization in error, contact the System Administrator.

To reject certificates complete the steps above but select “Reject Transfer”. The certificates will no longer appear in your pending table.