Preparing the database

There are various options to set before loading any EDI files.

Setting the preferences for EDI Bills

From EDI Batch Management Activity:

• Click on any batch to see the Icons 
• Click on Preferences

Note:  These settings are individual to the User, but will be overridden if EDI Files are loaded automatically via POP3 or FTP  Click here for more details

  .

The most commonly used configuration is as follows:

• Tick Allow multiple Bills for date
• Tick Include loaded Bills in Accounts Link
• Tick Automatically correct overlapping dates from adjacent bills

• Click Save