To set up account balances for all payers:

Go to the File Transfers page on the main menu. Click Choose File to upload your universal file in the correct, agreed upon file format. The universal file should have all account balances for all payers. Once you’ve selected your file, click Upload. 

It will take a few seconds to process. To confirm the success of the upload, find the file name in the list of Recent Uploads and click on the file name. 

If it uploaded successfully, there will be no warnings or errors, and the number of Accounts Updated will reflect the number of your payers.

To set the account balance for one division:

Select the division in the pull-down menu on your Home page.  

Follow the steps above to upload a universal file for that division.

To edit the account balance for one payer:

Follow the steps above, using a universal file that has the updated account balance for the one payer.