Importing debtor accounts

  1. On the sidebar, select Accounts Receivable Interface > Debtor Import.
  2. Specify this information:
    Export/Import Format
    Specify the debtor account to be imported, exported, or both.
    Delete/Deactivate existing records not imported
    Select this check box to delete or deactivate any debtor records contained in Pathway that are not included in the ASCII file.
    Import File
    If the Client option is selected, then click the folder icon to search for the existing flat file to be imported.
    If the Server option is selected, then specify the network file name of the flat file to be imported.
    Description
    Provide a description for the job. You can also specify when to run the job.
    Printer
    Specify the printer to be used for printing reports. You can print on any device when you print a web page.
    Print Header Page
    Select this check box to include the header page when printing.
    Add to My Reports
    Select this check box to add the report in the My Reports grid in the Home screen.
  3. Click Submit.