Go to Transactions > Warrant Checking Accounts

1. Click Add New
2. Add Xpress EFT as a new cash account

Go to Windows Explorer on clients computer

3. Add two new folders to BIAS_6 > Reports or entities preferred location.
4. Name one Xpress Download
5. Name one Xpress Upload

Go to Transactions > Vendor Accounts

6. Click Add New
7. Add Xpress Billpay as a vendor.
8. Click Save & Close

Go to Utility Billing > Utility Setup

9. Click Setup 2 tab
10. Select Xpress Default Vendor to Xpress Billpay
11. Select Xpress CC Account to client's main bank account
12. Select Xpress EFT Account to Xpress EFT
13. Enter Xpress Bills Folder to file path for Xpress Bills folder
14. Enter Xpress Download Folder to file path for Xpress Download folder
15. Enter Xpress Upload Folder to file path for Xpress Upload folder
16. Select Xpress Upload Type to Xpress

Go to Utility Billing > Print Utility Bills

15. Double-click on Billing Date and select the last closed billing date.
16. Click Printer
17. Click Cancel to let the process cycle and generate a file.
18. Repeat Steps 15-17 for the previous two closed billing dates to generate 3 months worth of history for Xpress.

Go to Utility Billing > Xpress Control Panel

18. Go to Payments for recording transactions.  Use the version on top, most current.
19. Go to Upload In House Payments to record cash & check payments made on location for Xpress history.
20. Go to Upload Adjustments for updating Late Fees and Adjustments for Xpress.