Home > Bookings > (Select booking)
Step 1: At the Info page, scroll to the booking section, and click “Edit”.
Step 2: Click “Change Unit”.
Step 3: Select to change to a different unit within the same project / across different projects, depending on your project settings.
Step 4: Check unit change details, upload attachments (if any) and click “Confirm”
- Note: You can make the upload attachment feature mandatory by enabling it at Projects > (Select Project) > Edit > Booking Setup > Allow Change Unit
Step 5: Select a reason for cancellation from the dropdown menu and enter any additional notes.
Note: If applicable, check the box to cancel all pending loan applications. This will automatically inform all bankers.
Click "Confirm" to finalize the cancellation.