Attachment URI Setup

Navigate: ClosedTax > Accounts Receivable > Batch Collections Setup > Attachment URI Setup

Description

Use this configuration for payment image attachments. When a payment import is processed, as part of the import file you can also have up to six fields that designate the variables for the URI that will point to the related payment images in an external system.

When the configuration is properly set up, the referenced images will be able to be viewed from Transaction History, Receipt Management and several other places in Aumentum.

Steps

  1. On the Batch Collection Attachment URI Configuration screen, click Add in the Attachment URIs panel, or click Edit for an existing item in the grid.

    • Click Delete on any row to remove a URI attachment configuration.

  2. In the URI Parameters panel, enter a name for the URI configuration.

  3. Make a selection from the URI Scope drop-down list. The URI Parameters panel is populated based on your selection.

  4. Enter the URI in the URI Template field.

  5. In the URI Parameters panel, click Insert for each item to include in the attachment. These are automatically appended to the end of the URI you define.

  6. Click Save in the Command Item bar.

    • Click List to return to the first view.

    • Click Close to end the task.

Dependencies, Prerequisites, and Setup

  • The server location for your jurisdiction should store the attachments, images, etc., you want to configure for batch collection attachments.