Download CODA Files from an Isabel Server

Note

The Isabel features are available only for on-premises deployments.

CODA files can be downloaded manually or in attended mode.

To manually download CODA files, log on to the Isabel server and select the files that you want to download. The downloaded files can then be imported from the Bank Account table. For more information, see Import CODA Statements.

To download CODA files in attended mode

  1. Choose the Search for Page or Report icon, enter IBS Logs, and then choose the related link.

  2. Choose the Download action.

  3. On the IBS Download Request Options page, fill in the fields as described in the following table.

    Field Description
    From Date Specify the start date of the download.
    To Date Specify the end date of the download.
    File Format Select Coda as the file format.
    File Status Select the file status of the download. File statuses include Not Downloaded, Downloaded, and All. Typically you will select Not Downloaded, because you are downloading the CODA files that have not been downloaded to your system.
  4. Choose the OK button.

    Note

    You cannot delete any files from the Isabel server by using the IBS Download Request Options page. You must manually delete the files by logging on to the Isabel server.

    After the CODA files have been downloaded, the Process Status field will display Created on the IBS Logs page. You can log on to the Isabel server to manually retrieve the files. For more information, see Import CODA Statements.

See Also

Belgium Local Functionality