Create Payment Upload File
You can create a file of payment information in a format that is suitable for uploading to another program.
For example, you can use this file to upload payment information to a centralized check printing program that is used to print all checks for your institution.
1. Click Payments > Checks / Upload in the Menu Bar.
2. Click Create Payment Upload File in the Report Type area.
3. Enter selection criteria to determine which payments are included in the upload file. Pay particular attention to the Checks and EFTs checkboxes in the Payment Type area. There is help available on each field.
4. Choose the File Format and the Issue Date to Record for These Payments in the Other area. Also indicate whether or not GiftWrap should Summarize the data stored in the file.
5. Click OK.
If you get an error log window, see Notes below.
6. Open or save the file, as needed.
7. Click 
to close the File Output page.
8. Click Yes to record the current system date in the Issued Date field and the appropriate Issued Type for each payment included in the file.
Unlike when producing checks or an EFT file, a snapshot of the information included in a payment upload file is not saved in a snapshot when you save Issued Date and Issued Type. See Notes below for ways to review payment information included in a particular payment upload file.
Notes:
· GiftWrap Check Upload File Style: The check upload file is available in several styles. The style determines what data is included in each record. The selected style is displayed next to the Create Payment Upload File option in the Report Type area. The style can be changed in the Payment Settings tab.
· GiftWrap Check Upload File Layout: The check upload file is designed to be saved in ASCII text format. When saved in this format, the check upload file is formatted as one payment record per line. The layout of each line depends on the upload style you choose.
· Use the log window to troubleshoot any errors in your data. The log indicates the person key and the Gift Key to identify the gift along with a brief explanation of the problem.
You can print the error log or save the log in a file that you can print or review later.
· A Payment Snapshot is not created when you produce a payment upload file. However, each payment file itself contains a record of the payments produced. The payment system to which the payment data is uploaded may also provide a way to review the payments it has produced.