Configure the import file path for standing orders
1.
From Revenue, click EFT. The EFT page appears.
2.
Click Import standing orders. The Import Standing Orders page appears.
3.
Under Tasks, click Configure import options. The Import options screen appears.
Note: If no import file path is configured, the Import Standing Orders page displays a message to inform you that you cannot create import processes. You can click this message to access the Import options screen to configure the file path.
4.
In the Import file path field, enter the location accessible from the web server to save the import processes created. For example, enter a location on the web server such as “E:\importfiles”, or enter a Uniform Naming Convention (UNC) path to a shared folder such as “\\servername\importfiles”.
Warning: In the Import file path field, you cannot enter only a directory or server name, such as “E:\” or “\\servername”. For security reasons, you must also include a folder name.
5.
If the file path entered is at a secured location, select Impersonate and enter the user name and password required to access the location.
Note: For security reasons, the program saves the password entered in the Password field in an encrypted field in the database. If you edit the import options, the password does not appear.
6.
Click Save. You return to the Import Standing Orders page.