Reconciliation Import Process

The reconciliation import process imports account reconciliation information that an agency or attorney submitted to your organization. AIM stores the import files in the location specified in global settings. For more information, see Specify General Global Settings.

To import a reconciliation file, do the steps to Import Data From a File, selecting Reconciliation File (AREC) as the file type.

If errors occur during import, AIM renames the import file with an ".errors" extension. AIM includes the error message in the file, after the last import record.

To view file processing history for an agency or attorney, do the steps to View File Processing History.

Related Topics

Import Process

Specify General Global Settings

Import Data From a File

View File Processing History