Escheatment Upload
This article demonstrates how to upload escheatments to the database. Once the upload is successful, the escheatments will be updated in the Nightly Update process to be viewed on the website.
1. Make sure the accountant either sent over the new upload spreadsheet with correct formatting to the helpdesk or updated the spreadsheet in the folder (\\Ci.okc\okc\FI-ASD\Database\Escheat). Open the EscheatmentUpload.xslx spreadsheet and copy and paste value over the existing records, making room for new record by inserting copied rows.
2. Open the Escheatment Database while holding Swift to get to the navigation window (it does not have security like the rest for some reason) from the \\ci.okc\okc\FI-ASD\Database folder.
3. Open qryEscheatmentUpload in design mode and click on Datasheet view in the top left to verify the correct number of records are being appended.
4. Run qryEscheatmentUpload and verify it says it appended the correct number of records.