Loading Payments and Adjustments from a File

Using the Accounts Receivable Management application, you can easily load payments and adjustments from a batch file that you receive from an organization that accepts payments for you, such as a bank or your accounts receivable department.

Adjustments must be in the IDI platform adjustments format. Payments may be in the payments format or as set up in Accounts Receivable Settings.

See also:

Accounts Receivable Settings

Loading Payment Files

Loading Adjustment Files