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Financial Batch Export Upgrade Coming Soon

6/7/2019

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The ePermitting Program is working on a project to standardize the financial export process for all OSM agencies.  The daily export file will also be generated a little bit differently behind the scenes to make maintenance and upgrades more streamlined for our team. But most importantly, we are standardizing the Payment Methods that will be included and excluded in each daily export.  The following Payment Methods will now be included in the daily export:
  • ACH
  • Cash
  • Check
  • Credit Card
  • Credit Card (Other)
  • Fund Transfer
  • Internal Transfer
  • Restore Payment (NEW payment method that will be implemented with these financial export changes.)
And these Payment Methods will always be excluded from the daily export:
  • Billed
  • Credit Memo
  • Fee Waiver
  • Journal Entry
  • Refund Check
  • Write Off
We plan to roll out in Production on August 5, 2019 for those agencies who currently use the daily financial export and make it available for any other agencies to implement, if needed.  There will be a one week testing phase from 7/23/2019 – 7/30/2019 where it will be your responsibility to test the new export and compare to your current export to make sure all is working correctly.  More information will be provided to agencies who currently use the daily financial export as we get closer to this date.  We will also be providing more details regarding the new “Restore Payment” payment method that will be available for all OSM agencies on Aug 5, 2019.

​Since this is potentially a big change for our agencies, we will be providing four Q & A sessions moderated by Kelly Marshall and Chrissie Deibel where you can ask questions after the testing phase but before moving to Production:
  • 7/29/2019 (10:30 – 11:30 AM)
  • 7/29/2019 (2:00 – 3:00 PM)
  • 7/30/2019 (9:00 – 10:00 AM)
  • 7/30/2019 (1:30 – 2:30 PM)
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