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Testing XEFT exports
A $0 XEFT transaction can be entered to export a test transaction (pre-note) for a client’s or vendor’s routing and account number or to test the export file. Details for entering the routing and account number for a client or vendor are available in Exporting payments.
Click Enter Payment on the Transactions screen to enter a test transaction.
To test a payment to a client:
- Select the client.
- Select “Client” for the “Pay To” option.
- Select any category.
- Select “XEFT“ for the payment method.
- Close the screen to save the payment. A prompt will be displayed to confirm you want to enter the transaction with no amount. Answer Yes to confirm.
![](https://rpmccs.com/wp-content/uploads/2023/05/xefttest1-1024x349.png)
To test a payment to a vendor:
- Select the client.
- Select “Vendor” for the “Pay To” option.
- Select any category.
- Select the vendor.
- Select “XEFT” for the payment method.
- Close the screen to save the payment. A prompt will be displayed to confirm you want to enter the transaction with no amount. Answer Yes to confirm.
![](https://rpmccs.com/wp-content/uploads/2023/05/xefttest2-1024x352.png)
Use the Export XEFT Transactions screen to export the test transactions. Details are available in Exporting payments.