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Edit Upload Transactions


Need to change something in your transaction file before you upload it to your EFT (electronic checking) service?  Need to move the date out one day, for example?

Edit with care.  These files have a format you cannot always see, but that your service requires. 

Make a copy of the file for backup before you edit, so you can go back if you make a mistake or aren't sure. 

Edit with NotePad, not with Word. 

Don't drop tabs, even for empty fields.   Even for optional fields that can be empty, the empty field must still be sent, marked off by tabs. 

Make only the change you must, then save and exit.  Don't add or delete entire transactions this way.  Don't get fancy.

If you make a mistake, or aren't sure, then exit without saving and start over, or start over from your backup copy.




Last Modified 2009-02-12

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