Getting Started
Get up and running with PT-X quickly and efficiently
Account Visibility
Web Forms
Verify
Invoice Automation
1. Initial system setup
2. Users, Roles and Permissions
3. Testing
4. How to import a data file into PT-X File upload and Manual Data Entry (MDE)
5. How to approve payments in PT-X
6. How to submit to Bacs
7. How to download Bacs reports
How to import ePAY Payment Library export file into PT-X
How to automate a submission - Indirect and CSM
Payment Profile Configuration
Payments - Related Articles
Documents
- PTX Connect and Optio Projects User Guide
- PTX Connect and Create!form Projects User Guide
- PTX Connect and TFS Projects User Guide
- PTX Connect Release Notes
- PTX Connect Security Overview
- PTX Connect User Guide