Export User Information

The Export User Information sends all Users Information to the Clearinghouse so it can updates its own internal systems in order to provide quality customer support.

This provides the Clearinghouse with updated changes as they occur. The local governments should keep the User Information up-to-date. Often the Clearinghouse needs to reach one of the Users and it is helpful to have the information readily accessible.

Information:

• Last Name
• First Name
• User Name (for sign-on)
• Department
• Title
• Phone Number and Extension
• Email Address
• Email Distribution Lists:
  • Upload File Confirmation
  • Funds Received Notification
  • Setoff Files Not Downloaded Reminder
  • information/Newsletters

Frequency: this option can be executed at anytime. It should be submitted at least once per year, normally during the time the Annual Participation Form is due. Prior to this function being available through the software, local governments were requested to complete an online form.

this menu requires access rights assigned in the User Setup.

1. From the Main Menu click Transmit:

There are two functions within Transmit:

 2. Move the mouse over the Export to Clearinghousefunction to view the five options:

3. Move the mouse over User Information and click this option: 

4. The following screen appears:

5. Click to begin the upload process:

• If the connection to the Clearinghouse does not work, the following error occurs:
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  • If the upload was successful the following appears:

  

   

  • Click to return to the main menu: