Banking Integration: Checking a payment file transfer status

A transaction status may be checked at anytime after it is uploaded (during the day) or the status is automatically checked over night and updated.

Check transfer status via the bank register

Open the Bank Account register and hover the mouse over the transaction status indicator.

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A popup appears that provides the current status such as "Awaiting user authorisation online".

Click the "More information" hyperlink.

The "EFT Transfer Status" form appears:

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Click "Awaiting user authorisation online".

The "EFT Direct Upload" form appears and the software will automatically poll the status.

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If the transaction has been authorised (or there is an error reported) the transaction status will be updated.

The transaction status is updated overnight

A scheduled tasks keeps track of all transactions and automatically updates the transaction status.

 

 

 

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