Epiphany - User contributions [en]

Export Manager

2024-11-19T02:09:05Z

RandyK: RandyK moved page Export Manager to HowTo:Export Manager

#REDIRECT [[HowTo:Export Manager]]

HowTo:Export Manager

2024-11-19T02:09:05Z

RandyK: RandyK moved page Export Manager to HowTo:Export Manager

== Export Manager ==
When flattened, data exported from Epiphany's unique data structure may appear skewed or misleading. For more accurate reporting, consider using "Pirouette," Epiphany's pivot table system. Be cautious when working with exported data, as it becomes static at the time of export and will not reflect real-time system updates. 

'''Menu Location:''' Administration Application: Utilities / Export Manager 
'''Purpose:''' The export manager is designed to create a configuration file used to execute the export process for the primary object. This export is initiated through the menu while working within the primary object. It differs from the export functionality triggered by right-clicking on Epiphany grids, as those exports are predefined based on the columns and rows of the specific grid system.
 
From the Export Data screen, select the Export Description to edit or click "Add" to create a new export configuration file.
The following export field details will assist in building the proper export configuration file.

:1. Primary Elements
::* Export Description: This is the name that will appear when selecting the export feature from a primary object screen.
::* Primary Object: This is the main object you wish to have this configuration available from. Notice exports will appear on ALL screens where this field matches the primary object of that screen.
::* Text Delimiter: The export file will use this character as the text delimiter for the outbound file.
::* Export Headers: Checking this field will export the column header names located in the "Export Details".
::* Tab Delimited (Default is Commas): Checking this will change the export from delineation to rows from Comma to Tabs.
::* ExportData (Button): This button will initiate the primary object exportation of this configuration file.
::* Comment: Ensure to enter a comment on each export to assist with future export configuration and help determine the original purpose of each configuration export file.
:1. Export Filters
::* Property: This is the item you wish to drive the filter from.
::* Rel Type: If the property you selected is linked though a relationship this is the links relationship to the primary record for the selected Property.
::* Value: The value you wish to filter for this property.
::* Comment: The field is for reference only and has no actual effect on the exporting data filter.
:1. Exported Details
::* Field Desc: Used for your reference this will be the columns name when the export runs if the "Export Header" is checked.
::* Pos: This sets the column position that this property will be exported into.
::* Property: This is the actual property selection of the data that will appear in the export.
::* Rel type: If the property you selected is linked though a relationship this is the links relationship to the primary record for the selected Property.
::* SubObject: Use this column if you have a link to a second primary object you need to pull records from for the row.
::* Data: ??
::* Mask: Use a SQL specific mask for the outbound data to use for this property.
::* Instance: ??
::* Space Repl: ??
'''Summary:''' Creating export configurations enables the system to support multiple methods for exporting objects. However, it is recommended to use exported data sparingly, as it becomes static upon export and may provide less valuable insights over time. For more comprehensive and dynamic data analysis, consider utilizing the reporting tools already available in Epiphany. If you require a custom interface or screen integration with the system, please reach out to our support team to explore available options.

HowTo:Export Manager

2024-11-19T02:06:07Z

RandyK: /* Export Manager */

HowTo:Export Manager

2024-11-19T02:01:28Z

RandyK: /* Export Manager */

HowTo:Export Manager

2024-11-19T02:00:10Z

RandyK: /* Export Manager */

== Export Manager ==
When flattened, data exported from Epiphany's unique data structure may appear skewed or misleading. For more accurate reporting, consider using "Pirouette," Epiphany's pivot table system. Be cautious when working with exported data, as it becomes static at the time of export and will not reflect real-time system updates. 

'''Menu Location:''' Administration Application: Utilities / Export Manager 
'''Purpose:''' The export manager is designed to create a configuration file used to execute the export process for the primary object. This export is initiated through the menu while working within the primary object. It differs from the export functionality triggered by right-clicking on Epiphany grids, as those exports are predefined based on the columns and rows of the specific grid system.
 
From the Export Data screen, select the Export Description to edit or click "Add" to create a new export configuration file.
The following export field details will assist in building the proper export configuration file.

:1. Primary Elements
::* Export Description: This is the name that will appear when selecting the export feature from a primary object screen.
::* Primary Object: This is the main object you wish to have this configuration available from. Notice exports will appear on ALL screens where this field matches the primary object of that screen.
::* Text Delimiter: The export file will use this character as the text delimiter for the outbound file.
::* Export Headers: Checking this field will export the column header names located in the "Export Details".
::* Tab Delimited (Default is Commas): Checking this will change the export from delineation to rows from Comma to Tabs.
::* ExportData (Button): This button will initiate the primary object exportation of this configuration file.
:1. Export Filters
::* Property: This is the item you wish to drive the filter from.
::* Rel Type: If the property you selected is linked though a relationship this is the links relationship to the primary record for the selected Property.
::* Value: The value you wish to filter for this property.
::* Comment: The field is for reference only and has no actual effect on the exporting data filter.
:1. Exported Details
::* Field Desc: Used for your reference this will be the columns name when the export runs if the "Export Header" is checked.
::* Pos: This sets the column position that this property will be exported into.
::* Property: This is the actual property selection of the data that will appear in the export.
::* Rel type: If the property you selected is linked though a relationship this is the links relationship to the primary record for the selected Property.
::* SubObject: Use this column if you have a link to a second primary object you need to pull records from for the row.
::* Data: ??
::* Mask: Use a SQL specific mask for the outbound data to use for this property.
::* Instance: ??
::* Space Repl: ??

HowTo:Export Manager

2024-11-19T01:53:25Z

RandyK: /* Export Manager */

HowTo:Export Manager

2024-11-19T01:52:20Z

RandyK: /* Export Manager */

HowTo:Export Manager

2024-11-19T01:47:47Z

RandyK: /* Export Manager */

HowTo:Export Manager

2024-11-19T01:37:53Z

RandyK: /* Export Manager */

HowTo:Export Manager

2024-11-19T01:12:09Z

RandyK:

HowTo:Export Manager

2024-11-19T00:24:42Z

RandyK: Created page with "Export Manager"

Export Manager

HowTo:Setup ACH

2023-11-29T20:52:57Z

RandyK:

The first step in the process is to fill out the [[Screens:Bank Info|“Bank Info”]] record. We have already started entering this information for you. In the menu under General Ledger-->Bank Info you will find the screen being discussed. You will need to enter the bank’s routing and account numbers. Please verify the rest of the information on this screen is correct. Especially the chart account attached.

The next step is to enter the bank routing and account information for each person or company that will be included in ACH transfer. Both person and company have ACH information accessible on the “Accounting Defaults” (Acct Defaults) screen / tab accordingly. Notice many companies have a procedure that determines how this ACH data is shared and between partners and staff. The purpose is to protect from unauthorized changes to account info. Many companies call to confirm modifications as an example.

Once all the ACH Payments checkbox are checked, and bank account information for employees and/or companies are entered in, we are ready to produce an ACH file to send to the bank.

'''For Payroll:'''

When company is ready to create payroll checks, the user will go to ‘Create Payroll Checks’ under the Payroll menu. During this process, a check will be created and if the employee has ‘ACH Payments’ checked on their Person screen (with bank account info entered), the ‘Status’ on the check will be an ‘A’. The ACH checks are ready to be printed to file.

'''For AP Invoice payments:'''

When company is ready to pay AP invoices, the user will go to the ‘Pay AP invoices’ screen to select the invoices to pay. User will be directed to the ‘Approval’ screen and clicking on the ‘Create Payments’ button the process will create a check and if that person or company has ‘ACH Payments’ checked on their Person screen (with bank account info entered), the ‘Status’ on the check will be an ‘A’. The ACH checks are ready to be printed to file.

'''For AR Invoice payments:'''

When a company is ready to pay AR invoices, the user will go to the ‘Pay AR invoices’ screen to select the invoices to pay. The user will select ‘ACH file’ from the ‘Payment Type’ dropdown. When all invoices are selected the user will click on the ‘Record Payment’ button. The process will create AR Receipts that will have a Payment Type of ‘ACH File’. The ACH checks are ready to be printed to file.

'''Create ACH file from AP checks :'''

When ACH file is ready to be created, the user will go to the ‘Print Checks’ screen. The user will select either CCD ACH File or PPD ACH File. CCD is for payments to companies (most AP invoice payments). PPD is for payments to individuals (employees). Make sure the Account and Date is correct and click on ‘Create’. The user will be presented with a Save File Dialog for file location and once the user selected ‘OK’ it will create the ACH file in the selected directory. Manually send this file to the bank through the bank’s website or portal. Epiphany does not automatically send an ACH file to the bank.

'''Create ACH file from AR receipts:'''

When the ACH file is ready to be created, the user will select ‘ACH Banking Utility’ under the AR menu. Make sure the ‘Effective Date’ is correct and click the ‘Execute’ button. The user will be presented with a Save File Dialog for file location and once the user selected ‘OK’ it will create the ACH file in the selected directory. Manually send this file to the bank through the bank’s website or portal. Epiphany does not automatically send an ACH file to the bank.

HowTo:Setup ACH

2023-11-29T20:50:42Z

RandyK:

The first step in the process is to fill out the [[Index.php?title=Screens:Bank Info|“Bank Info”]] record. We have already started entering this information for you. In the menu under General Ledger-->Bank Info you will find the screen being discussed. You will need to enter the bank’s routing and account numbers. Please verify the rest of the information on this screen is correct. Especially the chart account attached.

The next step is to enter the bank routing and account information for each person or company that will be included in ACH transfer. Both person and company have ACH information accessible on the “Accounting Defaults” (Acct Defaults) screen / tab accordingly. Notice many companies have a procedure that determines how this ACH data is shared and between partners and staff. The purpose is to protect from unauthorized changes to account info. Many companies call to confirm modifications as an example.

Once all the ACH Payments checkbox are checked, and bank account information for employees and/or companies are entered in, we are ready to produce an ACH file to send to the bank.

'''For Payroll:'''

When company is ready to create payroll checks, the user will go to ‘Create Payroll Checks’ under the Payroll menu. During this process, a check will be created and if the employee has ‘ACH Payments’ checked on their Person screen (with bank account info entered), the ‘Status’ on the check will be an ‘A’. The ACH checks are ready to be printed to file.

'''For AP Invoice payments:'''

When company is ready to pay AP invoices, the user will go to the ‘Pay AP invoices’ screen to select the invoices to pay. User will be directed to the ‘Approval’ screen and clicking on the ‘Create Payments’ button the process will create a check and if that person or company has ‘ACH Payments’ checked on their Person screen (with bank account info entered), the ‘Status’ on the check will be an ‘A’. The ACH checks are ready to be printed to file.

'''For AR Invoice payments:'''

When a company is ready to pay AR invoices, the user will go to the ‘Pay AR invoices’ screen to select the invoices to pay. The user will select ‘ACH file’ from the ‘Payment Type’ dropdown. When all invoices are selected the user will click on the ‘Record Payment’ button. The process will create AR Receipts that will have a Payment Type of ‘ACH File’. The ACH checks are ready to be printed to file.

'''Create ACH file from AP checks :'''

When ACH file is ready to be created, the user will go to the ‘Print Checks’ screen. The user will select either CCD ACH File or PPD ACH File. CCD is for payments to companies (most AP invoice payments). PPD is for payments to individuals (employees). Make sure the Account and Date is correct and click on ‘Create’. The user will be presented with a Save File Dialog for file location and once the user selected ‘OK’ it will create the ACH file in the selected directory. Manually send this file to the bank through the bank’s website or portal. Epiphany does not automatically send an ACH file to the bank.

'''Create ACH file from AR receipts:'''

When the ACH file is ready to be created, the user will select ‘ACH Banking Utility’ under the AR menu. Make sure the ‘Effective Date’ is correct and click the ‘Execute’ button. The user will be presented with a Save File Dialog for file location and once the user selected ‘OK’ it will create the ACH file in the selected directory. Manually send this file to the bank through the bank’s website or portal. Epiphany does not automatically send an ACH file to the bank.

HowTo:Setup ACH

2023-11-29T20:47:06Z

RandyK:

HowTo:Setup ACH

2023-11-29T20:44:26Z

RandyK:

The first step in the process is to fill out the [[“Bank Info”]] record. We have already started entering this information for you. In the menu under General Ledger-->Bank Info you will find the screen being discussed. You will need to enter the bank’s routing and account numbers. Please verify the rest of the information on this screen is correct. Especially the chart account attached.

The next step is to enter the bank routing and account information for each person or company that will be included in ACH transfer. Both person and company have ACH information accessible on the “Accounting Defaults” (Acct Defaults) screen / tab accordingly. Notice many companies have a procedure that determines how this ACH data is shared and between partners and staff. The purpose is to protect from unauthorized changes to account info. Many companies call to confirm modifications as an example.

Once all the ACH Payments checkbox are checked, and bank account information for employees and/or companies are entered in, we are ready to produce an ACH file to send to the bank.

'''For Payroll:'''

When company is ready to create payroll checks, the user will go to ‘Create Payroll Checks’ under the Payroll menu. During this process, a check will be created and if the employee has ‘ACH Payments’ checked on their Person screen (with bank account info entered), the ‘Status’ on the check will be an ‘A’. The ACH checks are ready to be printed to file.

'''For AP Invoice payments:'''

When company is ready to pay AP invoices, the user will go to the ‘Pay AP invoices’ screen to select the invoices to pay. User will be directed to the ‘Approval’ screen and clicking on the ‘Create Payments’ button the process will create a check and if that person or company has ‘ACH Payments’ checked on their Person screen (with bank account info entered), the ‘Status’ on the check will be an ‘A’. The ACH checks are ready to be printed to file.

'''For AR Invoice payments:'''

When a company is ready to pay AR invoices, the user will go to the ‘Pay AR invoices’ screen to select the invoices to pay. The user will select ‘ACH file’ from the ‘Payment Type’ dropdown. When all invoices are selected the user will click on the ‘Record Payment’ button. The process will create AR Receipts that will have a Payment Type of ‘ACH File’. The ACH checks are ready to be printed to file.

'''Create ACH file from AP checks :'''

When ACH file is ready to be created, the user will go to the ‘Print Checks’ screen. The user will select either CCD ACH File or PPD ACH File. CCD is for payments to companies (most AP invoice payments). PPD is for payments to individuals (employees). Make sure the Account and Date is correct and click on ‘Create’. The user will be presented with a Save File Dialog for file location and once the user selected ‘OK’ it will create the ACH file in the selected directory. Manually send this file to the bank through the bank’s website or portal. Epiphany does not automatically send an ACH file to the bank.

'''Create ACH file from AR receipts:'''

When the ACH file is ready to be created, the user will select ‘ACH Banking Utility’ under the AR menu. Make sure the ‘Effective Date’ is correct and click the ‘Execute’ button. The user will be presented with a Save File Dialog for file location and once the user selected ‘OK’ it will create the ACH file in the selected directory. Manually send this file to the bank through the bank’s website or portal. Epiphany does not automatically send an ACH file to the bank.

HowTo:Setup ACH

2023-11-29T20:42:50Z

RandyK:

The first step in the process is to fill out the “Bank Info” record. We have already started entering this information for you. In the menu under General Ledger-->Bank Info you will find the screen being discussed. You will need to enter the bank’s routing and account numbers. Please verify the rest of the information on this screen is correct. Especially the chart account attached.

The next step is to enter the bank routing and account information for each person or company that will be included in ACH transfer. Both person and company have ACH information accessible on the “Accounting Defaults” (Acct Defaults) screen / tab accordingly. Notice many companies have a procedure that determines how this ACH data is shared and between partners and staff. The purpose is to protect from unauthorized changes to account info. Many companies call to confirm modifications as an example.

Once all the ACH Payments checkbox are checked, and bank account information for employees and/or companies are entered in, we are ready to produce an ACH file to send to the bank.

'''For Payroll:'''

When company is ready to create payroll checks, the user will go to ‘Create Payroll Checks’ under the Payroll menu. During this process, a check will be created and if the employee has ‘ACH Payments’ checked on their Person screen (with bank account info entered), the ‘Status’ on the check will be an ‘A’. The ACH checks are ready to be printed to file.

'''For AP Invoice payments:'''

When company is ready to pay AP invoices, the user will go to the ‘Pay AP invoices’ screen to select the invoices to pay. User will be directed to the ‘Approval’ screen and clicking on the ‘Create Payments’ button the process will create a check and if that person or company has ‘ACH Payments’ checked on their Person screen (with bank account info entered), the ‘Status’ on the check will be an ‘A’. The ACH checks are ready to be printed to file.

'''For AR Invoice payments:'''

When a company is ready to pay AR invoices, the user will go to the ‘Pay AR invoices’ screen to select the invoices to pay. The user will select ‘ACH file’ from the ‘Payment Type’ dropdown. When all invoices are selected the user will click on the ‘Record Payment’ button. The process will create AR Receipts that will have a Payment Type of ‘ACH File’. The ACH checks are ready to be printed to file.

'''Create ACH file from AP checks :'''

When ACH file is ready to be created, the user will go to the ‘Print Checks’ screen. The user will select either CCD ACH File or PPD ACH File. CCD is for payments to companies (most AP invoice payments). PPD is for payments to individuals (employees). Make sure the Account and Date is correct and click on ‘Create’. The user will be presented with a Save File Dialog for file location and once the user selected ‘OK’ it will create the ACH file in the selected directory. Manually send this file to the bank through the bank’s website or portal. Epiphany does not automatically send an ACH file to the bank.

'''Create ACH file from AR receipts:'''

When the ACH file is ready to be created, the user will select ‘ACH Banking Utility’ under the AR menu. Make sure the ‘Effective Date’ is correct and click the ‘Execute’ button. The user will be presented with a Save File Dialog for file location and once the user selected ‘OK’ it will create the ACH file in the selected directory. Manually send this file to the bank through the bank’s website or portal. Epiphany does not automatically send an ACH file to the bank.

HowTo:Setup ACH

2023-11-29T20:30:56Z

RandyK:

Once all the ACH Payments checkbox is checked, and bank account information for employees and/or companies are entered in, we are ready to produce an ACH file to send to the bank.

'''For Payroll:'''

When company is ready to create payroll checks, the user will go to ‘Create Payroll Checks’ under the Payroll menu. During this process, a check will be created and if the employee has ‘ACH Payments’ checked on their Person screen (with bank account info entered), the ‘Status’ on the check will be an ‘A’. The ACH checks are ready to be printed to file.

'''For AP Invoice payments:'''

When company is ready to pay AP invoices, the user will go to the ‘Pay AP invoices’ screen to select the invoices to pay. User will be directed to the ‘Approval’ screen and clicking on the ‘Create Payments’ button the process will create a check and if that person or company has ‘ACH Payments’ checked on their Person screen (with bank account info entered), the ‘Status’ on the check will be an ‘A’. The ACH checks are ready to be printed to file.

'''For AR Invoice payments:'''

When a company is ready to pay AR invoices, the user will go to the ‘Pay AR invoices’ screen to select the invoices to pay. The user will select ‘ACH file’ from the ‘Payment Type’ dropdown. When all invoices are selected the user will click on the ‘Record Payment’ button. The process will create AR Receipts that will have a Payment Type of ‘ACH File’. The ACH checks are ready to be printed to file.

'''Create ACH file from AP checks :'''

When ACH file is ready to be created, the user will go to the ‘Print Checks’ screen. The user will select either CCD ACH File or PPD ACH File. CCD is for payments to companies (most AP invoice payments). PPD is for payments to individuals (employees). Make sure the Account and Date is correct and click on ‘Create’. The user will be presented with a Save File Dialog for file location and once the user selected ‘OK’ it will create the ACH file in the selected directory. Manually send this file to the bank through the bank’s website or portal. Epiphany does not automatically send an ACH file to the bank.

'''Create ACH file from AR receipts:'''

When the ACH file is ready to be created, the user will select ‘ACH Banking Utility’ under the AR menu. Make sure the ‘Effective Date’ is correct and click the ‘Execute’ button. The user will be presented with a Save File Dialog for file location and once the user selected ‘OK’ it will create the ACH file in the selected directory. Manually send this file to the bank through the bank’s website or portal. Epiphany does not automatically send an ACH file to the bank.

HowTo:Setup ACH

2023-11-29T20:29:15Z

RandyK: Created page with "Once all the ACH Payments checkbox is checked, and bank account information for employees and/or companies are entered in, we are ready to produce an ACH file to send to the b..."

Once all the ACH Payments checkbox is checked, and bank account information for employees and/or companies are entered in, we are ready to produce an ACH file to send to the bank.

**For Payroll:**

When company is ready to create payroll checks, the user will go to ‘Create Payroll Checks’ under the Payroll menu. During this process, a check will be created and if the employee has ‘ACH Payments’ checked on their Person screen (with bank account info entered), the ‘Status’ on the check will be an ‘A’. The ACH checks are ready to be printed to file.

**For AP Invoice payments:**

When company is ready to pay AP invoices, the user will go to the ‘Pay AP invoices’ screen to select the invoices to pay. User will be directed to the ‘Approval’ screen and clicking on the ‘Create Payments’ button the process will create a check and if that person or company has ‘ACH Payments’ checked on their Person screen (with bank account info entered), the ‘Status’ on the check will be an ‘A’. The ACH checks are ready to be printed to file.

**For AR Invoice payments:**

When a company is ready to pay AR invoices, the user will go to the ‘Pay AR invoices’ screen to select the invoices to pay. The user will select ‘ACH file’ from the ‘Payment Type’ dropdown. When all invoices are selected the user will click on the ‘Record Payment’ button. The process will create AR Receipts that will have a Payment Type of ‘ACH File’. The ACH checks are ready to be printed to file.

**Create ACH file from AP checks :**

When ACH file is ready to be created, the user will go to the ‘Print Checks’ screen. The user will select either CCD ACH File or PPD ACH File. CCD is for payments to companies (most AP invoice payments). PPD is for payments to individuals (employees). Make sure the Account and Date is correct and click on ‘Create’. The user will be presented with a Save File Dialog for file location and once the user selected ‘OK’ it will create the ACH file in the selected directory. Manually send this file to the bank through the bank’s website or portal. Epiphany does not automatically send an ACH file to the bank.

**Create ACH file from AR receipts:**

When the ACH file is ready to be created, the user will select ‘ACH Banking Utility’ under the AR menu. Make sure the ‘Effective Date’ is correct and click the ‘Execute’ button. The user will be presented with a Save File Dialog for file location and once the user selected ‘OK’ it will create the ACH file in the selected directory. Manually send this file to the bank through the bank’s website or portal. Epiphany does not automatically send an ACH file to the bank.

Screens:Bank Info

2023-11-16T19:55:57Z

RandyK:

The Bank Info screen allows the setup of the banks that do business with your company via ACH. Notice customer, vendor, and employee ACH file does not go here. Those ACH setups can be found on the Account Information screens for the corresponding object.

==Fields==
Fields in red are critical.
:;Description
::General description for your future reference.
:;Bank Name
::The legal name of the banking institution.
:;Company No
::The number assigned to you by this banking institution, if you are unsure of this information contact your bank.
:;Routing No
::The unique, nine-digit number that functions as an address for your bank.
:;Account No
::The account number is assigned by the bank when a new account is opened and references the specific ID to a single account held at that bank.
:;Account Type (C or S)
::Bank account type either Checking (C) or Savings (S).
:;Chart
::The Chart is the relationship that most accurately represents the account that is at the bank that matches the account and routing information.

==Functions==
:;ACH
::No current functions are triggered from this screen. ACH processing is done as part of invoice processing.

==Tabs==
===No Tabs Currently Active===

Screens:Bank Info

2023-11-16T17:59:43Z

RandyK: /* Fields */

The Bank Info screen allows the setup of the banks that do business with your company via ACH. Notice customer, vendor, and employee ACH file does not go here. Those ACH setups can be found on the Account Information screens for the corresponding object.

==Fields==
Fields in red are critical.
:;Description
::General description for your future reference.
:;Bank Name
::The legal name of the banking institution.
:;Company No
::The number assigned to you by this banking institution, if you are unsure of this information contact your bank.
:;Routing No
::The unique, nine-digit number that functions as an address for your bank.
:;Account No
::The account number is assigned by the bank when a new account is opened and references the specific ID to a single account held at that bank.
:;Account Type (C or S)
:: ??
:;Chart
::The Chart is the relationship that most accurately represents the account that is at the bank that matches the account and routing information.

==Functions==
:;ACH
::No current functions are triggered from this screen. ACH processing is done as part of invoice processing.

==Tabs==
===No Tabs Currently Active===

Screens:Bank Info

2023-11-16T17:59:18Z

RandyK:

The Bank Info screen allows the setup of the banks that do business with your company via ACH. Notice customer, vendor, and employee ACH file does not go here. Those ACH setups can be found on the Account Information screens for the corresponding object.

==Fields==
Fields in red are critical.
:;Description
::General description for your future reference.
:;Bank Name
::The legal name of the banking institution.
:;Company No
::The number assigned to you by this banking institution, if you are unsure of this information contact your bank.
:;Routing No
::The unique, nine-digit number that functions as an address for your bank.
:;Account No
::The account number is assigned by the bank when a new account is opened and references the specific ID to a single account held at that bank.
:;Account Type (C or S)
::
:;Chart
::The Chart is the relationship that most accurately represents the account that is at the bank that matches the account and routing information.
==Functions==
:;ACH
::No current functions are triggered from this screen. ACH processing is done as part of invoice processing.

==Tabs==
===No Tabs Currently Active===

Screens:Bank Info

2023-11-16T17:47:24Z

RandyK:

Screens:Bank Info

2023-11-16T17:44:42Z

RandyK: Created page with "Stub Page"

Stub Page

HowTo:Electronic Signatures

2020-09-10T21:20:18Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:db=epiphany
|from=Epiphany.Person
|where=ID='{{{12}}}'
|limit=10
|data=fname=FirstName
}}

Some other text. 
{{#external_value:fname}}

HowTo:Electronic Signatures

2020-09-10T20:02:10Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:db=epiphany
|from=Person
|where=ID='{{{12}}}'
|limit=10
|data=fname=FirstName
}}

Some other text. 
{{#external_value:fname}}

HowTo:Electronic Signatures

2020-09-10T20:01:37Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:db=epiphany
|from=Person
|where=ID='{{{12}}}'
|data=fname=FirstName
|limit=10
}}

Some other text. 
{{#external_value:fname}}

HowTo:Electronic Signatures

2020-09-10T19:56:28Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|where=ID='{{{12}}}'
|data=fname=FirstName
|limit=10
}}

Some other text. 
{{#external_value:fname}}

HowTo:Electronic Signatures

2020-09-10T19:55:45Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|where=ID='{{{12}}}'
|data=fname=FirstName
|limit=10
}}

Some other text. 
{{#arraymap:{{#external_value:fname}}|,|x|[[x]]}}

HowTo:Electronic Signatures

2020-09-10T19:54:30Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|data=fname=FirstName
|limit=10
}}

Some other text. 
{{#arraymap:{{#external_value:fname}}|,|x|[[x]]}}

HowTo:Electronic Signatures

2020-09-10T19:54:18Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|data=fname=FirstName
|limit=10
}}

Some other text.
{{#arraymap:{{#external_value:fname}}|,|x|[[x]]}}

HowTo:Electronic Signatures

2020-09-10T19:53:52Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|data=fname=FirstName
|limit =10
}}

Some other text.
{{#arraymap:{{#external_value:fname}}|,|x|[[x]]}}

HowTo:Electronic Signatures

2020-09-10T19:53:05Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|data=name=Person.FirstName
|limit =10
}}

Some other text.
{{#arraymap:{{#external_value:name}}|,|x|[[x]]}}

HowTo:Electronic Signatures

2020-09-10T19:52:03Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|data=name=Person.FirstName
|limit =10
}}

Some other text.
{{#arraymap:{{#external_value:name}}|,|x|[[x]]}}.

HowTo:Electronic Signatures

2020-09-10T19:51:43Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|data=name=Person.FirstName
|limit =10
}}

Some other text.
{{arraymap:{{#external_value:name}}|,|x|[[x]]}}.

HowTo:Electronic Signatures

2020-09-10T19:46:19Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|data=name=Person.FirstName
|limit =10
}}
{{arraymap:{{#external_value:name}}|,|x|[[x]]}}.

HowTo:Electronic Signatures

2020-09-10T19:32:27Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|data=name=Person.FirstName
|limit =10
}}

HowTo:Electronic Signatures

2020-09-10T19:31:01Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|data=name=Person.FirstName
}}

HowTo:Electronic Signatures

2020-09-10T19:28:10Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|data=name=FirstName
}}

HowTo:Electronic Signatures

2020-09-10T19:06:37Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|where=ID='{{{12}}}'
|data=name=FirstName
}}

HowTo:Electronic Signatures

2020-09-10T19:02:17Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|where=ID='{{{12}}}'
|data=fName=FirstName
}}

HowTo:Electronic Signatures

2020-09-10T19:01:12Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|where=ID='{{{12}}}'
|data=FirstName
}}

HowTo:Electronic Signatures

2020-09-10T19:00:41Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|where=ID='{{{12}}}'
}}

HowTo:Electronic Signatures

2020-09-10T18:55:44Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|where=ID='{{{12}}}'
|data=name=FirstName
}}

HowTo:Electronic Signatures

2020-09-10T18:39:12Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|where=ID='{{{12}}}'
}}

HowTo:Electronic Signatures

2020-09-10T18:28:39Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|where=ID='{{{12}}}'
|limit=1
|order by=ID ASC
|group by=LastName
|data=dbLast=LastName, dbFirst=FirstName
}}

HowTo:Electronic Signatures

2020-09-10T18:28:21Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|where=ID=12
|limit=1
|order by=ID ASC
|group by=LastName
|data=dbLast=LastName, dbFirst=FirstName
}}

HowTo:Electronic Signatures

2020-09-10T18:27:06Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|where=ID='{{{12}}}'
|limit=1
|order by=ID ASC
|group by=LastName
|data=dbLast=LastName, dbFirst=FirstName
}}

HowTo:Electronic Signatures

2020-09-10T18:26:56Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|where=ID='{{{12}}}'
|limit=1
|order by=ID ASC
|group by=LastName
|data=dbLast=LastName, dbFirst=FirstName
|suppress error
}}

HowTo:Electronic Signatures

2020-09-10T18:26:05Z

RandyK:

Enter content for Electronic Signatures here.

{{#get_db_data:
db=epiphany
|from=Person
|where=ID='{{{12}}}'
|limit=1
|order by=ID ASC
|group by=group by clause
|data=dbLast=LastName, dbFirst=FirstName
|suppress error
}}