We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Correspondents

Version 14.19

About Correspondents

Path: Admin tab > Connections button

The Correspondents table houses all exchange credentials needed to electronically transmit information to outside vendors such as clearinghouses, Chadis, PMX, and more.  

Correspondents Map

Number
SectionDescription

1

Connectivity/IDs tabThe Connectivity/IDs tab views or creates an e-correspondent.  Here you can set the correspondent class, name, role, status, URL, FTP login/password, and more.

2

Transaction Routing tabThe Transaction Routing tab determines which types of transactions you will use with each correspondent.

3

Custom ISA/GS ValuesThe Custom ISA/GS Values tab sets custom ISA and GS qualifiers.  Information and Sender/Receiver IDs can be entered here as well.

4

File ManagementFile Management connects to the document repository for transaction files.  Transactions can be added, modified, saved, and removed.

5

Function buttonsThe function buttons create an e-correspondent, remove an e-correspondent, edit an e-correspondent, save and e-correspondent, and cancel creating an e-correspondent.

6

Sync buttonThe Sync button syncs the e-correspondents with the outside vendors.
Version 14.10

About Correspondents

Path: Utilities Menu > System Admin > e-Correspondents (Keyboard Shortcut keys: [Alt][U][A][E])

The Correspondents table houses all exchange credentials needed to electronically transmit information to outside vendors such as clearinghouses, Chadis, PMX, and more.  

Correspondents Map

Number
SectionDescription

1

Connectivity/IDs tabThe Connectivity/IDs tab views or creates an e-correspondent.  Here you can set the correspondent class, name, role, status, URL, FTP login/password, and more.

2

Transaction Routing tabThe Transaction Routing tab determines which types of transactions you will use with each correspondent.

3

Custom ISA/GS ValuesThe Custom ISA/GS Values tab sets custom ISA and GS qualifiers.  Information and Sender/Receiver IDs can be entered here as well.

4

File ManagementFile Management connects to the document repository for transaction files.  Transactions can be added, modified, saved, and removed.

5

Function buttonsThe function buttons create an e-correspondent, remove an e-correspondent, edit an e-correspondent, save and e-correspondent, and cancel creating an e-correspondent.

6

Sync buttonThe Sync button syncs the e-correspondents with the outside vendors.