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.