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Updating SEC Codes on Schedule transactions in VT

1. Log in to the virtual terminal and under the Clients tab select search

2. Change the Schedule drop down menu from “ALL” to “Schedule”

3. Locate the client you want to update and click on the edit icon

4. Under the Schedule tab, select the schedule that needs to be updated

5. Click on the red clock to edit the schedule

6.Click on the “Entry Class Code” drop down menu and select the desired SEC code

7. Once the SEC code has been changed, click on the blue floppy disk to save the changes

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