To Import Settlement Batches

On the Import Settlement Batches (CA507000) form, you start the import of settlement batches from a processing center to MYOB Advanced.

Before You Proceed

Make sure that the processing center from which you are going to import transactions has been set up, as described in To Set Up a Processing Center for Settlement of Credit Card Payments.

To Import Settlement Batches from a Processing Center

  1. Open the Import Settlement Batches (CA507000) form.
  2. In the Proc. Center ID box of the Summary area, select the processing center from which you want to import batches.
    Tip: If there is only one active processing center in the system, it is selected in this box by default.
  3. Optional: In the Import Batches Through box, change the default value filled in by the system to specify the date up to which the batches should be imported.
  4. On the form toolbar, click Import Batches to start the import process.
  5. On the All Records and Unprocessed Batches tabs, review the results of the import.
  6. To review a particular batch, on either of these tabs, click the link in the Reference Number column. The system navigates to the Settlement Batches (CA307000) form, where you can view the batch’s statistics and lists of transactions.
Tip: You can set up an import schedule by clicking Schedules > Add on the form toolbar of the Import Settlement Batches form. The system opens the Automation Schedules (SM205020) form in a pop-up window, where you can set up an automatic schedule. For more details, see Automated Processing: General Information.