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Search Optifacts User Documentation


Table of Contents (on this page)

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 3 – Editor Utilities and press enter.

Type 6 – Configuration Editor and press enter.

Type 6 – Custom Configuration Editor and press enter.

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 a new record.
  • Enter all the information as shown in the diagram below.
  • Press Escape to save the data.
  • Type E to exit.

   

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