Send files

Simply drag the file from its location on your computer and our recognition engine will automatically detect the type of file you are going to send.

If your contract does not allow you to send this file type, you will see an error message and you will have to contact your branch to enable it.

When you send it, the file will be validated and if there are any errors, a window will open with the details.

To check the status and manage files sent and in process:

1. Select the "Files" tab.

2. Go to the "Send files" option on the side menu.

3. Then "View status".

In the "Status" column, you can see the status of the files sent.

What statuses can a file be in?

• "Needs signing": The file has been sent but not yet signed by all the necessary people. If it is not signed, it will expire 11 days. 

• "Pending acceptance": All the signatures have been completed and we are validating the file. The file can be in this status between 30 and 90 minutes. 

• "Stopped Retry Operation": The file sent has been signed by everyone involved, but because of its amount, it exceeds the limits of the contract. Contact your branch to increase the limits and process it again using the "Retry operation" option. You do not need to send or sign the file again.

• "Accepted": The file has been sent, signed and accepted, waiting for expiration or the payment date of the orders. You can manage it from "Manage remittances".

• "Rejected": The file contains an inconsistency that is preventing it from being processed. The most common causes are: it is considered a duplicate or there is insufficient balance in the charge account. The file is rejected, meaning you have to send and sign the file again. 

• "Cancelled": One of the signatories cancelled the file before it was signed. The file is rejected, meaning you have to send the file again. 

Once the file status is "Accepted", you can manage it from:

1. Select the "Files" tab
2. Select the "Manage remittances" option on the side menu.