What This Process Does


  • This process allows you to save a file to the location of your choice. The first section of this document explains how to set up your internet browser for downloading a file, and the second section shows you how to download the file.


Setting Up Your Browser


Step 1: Browser Taskbar


  • Using the task bar, choose Tools and then Options (see screen shot below). NOTE: Depending on your internet browser, you may not have Tools -> Options. Instead, you may need to go to the Preferences icon (in the upper-right corner of your screen) -> Settings, and then scroll down to find "Always ask me where to save files" under the Downloads section.


Downloadi1.png


Step 2: Taskbar Options


  • Once in Options, select “Always ask me where to save files”.


Downloadi2.png


Downloading the File


  • The most common files that are downloaded are Direct Deposit ACH Files in Payroll, ACH Files in Vendor Payments, and reports that need to be exported.


  • The steps below provide an example of how a Direct Deposit ACH File in Payroll is downloaded:


Step 1: ACH File Information


  • Fill in the appropriate payroll information needed to create the Direct Deposit ACH File.


DD ACH.png


Step 2: View or Save pdf


  • Choose to view or save a pdf copy of the ACH file; in the direct deposit example, choose to save the file.


DD pdf.png


Step 3: Set the Flags for the ACH File


  • Set your flags to confirm that you wish to create the file for downloading; click the Set Flags/Update button.


DD Flags.png


Step 4: Open the File for Downloading


  • In order to download a file in OpenRDA 4.0, open the file you want to download, and click the Download icon outlined in red below (Note: In the screen shot below, a different file was selected; always ensure you are selecting the applicable file).


Downloadi3.png


Step 5: Click "Save File"


  • The dialog below will automatically appear; click the “Save File” option, and then click “OK”.


Downloadi4.png


Step 6: Choosing a Location


  • Choose the location on your local workstation in which you would like to save the file (refer to screen shot below).
  • Typically, users save files in their Downloads folder.
  • Settings can be created to re-direct the default location to any folder/location of the user's choice.