Manage Payment Import Profiles

The Manage Payment Import Profiles page summarizes details for saved profiles.

Profile Name

Name of the template for identification

File Format and Payment Type

The general file format for files that will be imported using the profile

Universal Online Banker supports both standard and user-defined formats for payments and transfers.

A specific type of transaction that will be included in the import, within the broader category of payment type

If importing tax payments, the tax import type is also indicated.

Format Type

The format of the file, such as comma-separated

File Content Type

The type of data that will be included in the import files

The types that are available depend on the selected file format. Across all formats, the following types are available:

  • Non-Repetitive Payments
  • Repetitive Payments
  • Templates
  • Recipients
Access

Indicates the user's access to the import profile as one of the following:

  • Public – All of company users can view and edit the profile.
  • Private – Only the user who created the profile can view the profile and can initiate imports based on it.
Last Modified By and Last Modified Date

Identifies who last modified the profile, and the date and time it was updated

Action

Options that can be performed on the profile

The following are your options:

  • Import – Clicking the Import button enables you to select a file for import and start the import process.
  • Edit – Enables you to edit the profile details.
  • Delete – Enables you to delete profiles from the system. For more information, see To delete an import profile.
See Also