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Introduction

This document provides instructions for setting up the Auto Pay Old Balances custom configuration. This configuration is required so that the previous months’ balances are zeroed out at the end of the month.

Procedure

From the Optifacts main menu:

Type Select Option 3 – Editor Utilities and press enterEnter.

Type Select Option 6 – Configuration Editor and press enterEnter.Type

Select Option 6 – Custom Configuration Editor and press enterEnter.

The Custom Configuration Editor displays.

  • Press Q to Query to perform a search.
  • Ensure that the table below exists.

If the table does not exist.

  • Type A to add Press "A" - Add a new record.
  • Enter all the information, as shown in the diagram below.
  • Press Escape, to save the data.
  • Type Press "E" to exit the screen.
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