this menu requires access rights assigned in the User Setup.
The Export to Clearinghouse function has five options:
- Debtor Information (frequency: as needed, whenever debtor changes are made) - sends all debtors demographics and debt balances so any payments or debt adjustments are applied and forwarded to the Department of Revenue and Education Lottery. The file name transmitted is: "C" or "M" entity code XMIT.txt. If the file is transmitted more than once per day, it will overwrite the prior file. Once the file is received an Upload Confirmation email is sent as final confirmation that the file was transmitted. Once processed over the weekend an Import Status Report is also transmitted via email. The email lists debtor, debts and debt amounts, before and after along with any rejected debts. An error report is provided with the actual debtor and debt information for review and correction, if necessary. The detailed error report is available in your secure web folder.
- Selective (frequency: as needed, whenever a file is to be uploaded to the Clearinghouse) - although the Import/Export menu is the method for exporting (uploading) ASCII and Excel files, this option makes it easy for the local government to upload a file securely. This is the preferred method for sending for sending file(s) with Social Security Numbers as email is not a secured method.
- Export Database (frequency: as requested by the Clearinghouse for technical support issues), either troubleshooting or testing imports of ASCII or Excel files ) - this file "C" or "M" entity code Backup.bak. Only do this function if specifically requested by the Clearinghouse via email or telephone request. Note: once this process has been initiated, refrain from any updates in the software due to the possibility that a database change may be performed by Five Star Computing and will overwrite any changes made locally by the entity.
- Export Settings (as requested by the Clearinghouse for technical support issues) - this file sends your setting.txt file which contains the location of the software on your computer and the location of the database.