The bulk payment sharing job allows you to manage and control who can access a parent payment method.
To manage the parent method sharing, complete the following:
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In Stax Bill, navigate to Jobs >Imports and click Create Import.
The Bulk Imports pop-up appears.
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Under Import Type, select Payments, and under Import Action, select Payment Method Sharing.
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Click Next.
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Click Export starting data file.
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Edit the starting file with Off, On, or Default for the target method sharing. Save and upload the file. Click Upload file. The file structure will be validated.
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On the next screen, click Start Record Validation.
The data is validated for the proper structure. Field-by-field validation also occurs to identify any data errors, such as invalid field lengths for data types.
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When record validation is complete, click Import Validated Records.
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Check the settings for at least one of the affected customers to ensure that your changes are reflected in Stax Bill.