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:

Select Option 3 – Editor Utilities and press Enter.

Select Option 6 – Configuration Editor and press Enter.

Select Option 6 – Custom Configuration Editor and press Enter.

The Custom Configuration Editor displays.

Press "Q" to Query the table.
Ensure that the table below exists.

If the table does not exist.

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

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Optifacts Knowledge Base

AutoPay Old Balances Configuration

Introduction

Procedure