Manage EFD Uploads
The Manage EFD Uploads list page enables you to view a list of uploaded files and their related statuses. For transaction batch files that were uploaded with workflow, you can perform these tasks:
- View the batch details, including its comprising transactions
- Administer the files, including modifying, deleting, and creating new batch files
- Approve and transmit the transactions for processing
Filter Options
- From
The single date for filtering the uploads or the start date in a range for filtering the uploads
- To
The end date in a range for filtering the uploads
Note: This field is left blank if the user is filtering by a single date- Batch Name
The batch name for filtering the uploads
- Search
This button refreshes the list based on the filter criteria.
- Transaction Search
You can also search for specific transactions within a batch by clicking Transaction Search.
List Details
| Column | Description |
|---|---|
| Select | Identifies files for an action Individually clicking check boxes selects specific files. Clicking the Select All link selects all displayed files. |
| Batch Name | Name of the uploaded file |
| File | The format of the uploaded file |
| Upload Source | The source of the upload (manual or automated file transfer) |
| Type | The type of the uploaded file (test or production) |
| Total Items | The total number of transactions contained in the batch |
| Status | The current status of the uploaded file. Possible statuses are:
For status definitions, see EFD upload statuses. Note: After a configurable amount of time, the Awaiting Confirmation status may appear in red type as an alert that the transmitted file has not yet been confirmed.
|
| Modified Date/ Time | The date and time upon which the batch was last modified This includes the last time the file was uploaded, approved, or transmitted. Note: The displayed time is relative to the financial institution's time zone.
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