Import/Export

In this area, you can configure settings and mapping files that allow users to perform the following accounting functions:

• Import direct bill commission statements from a carrier’s website into your system.
• Export General Ledger account balances for analysis using financial reporting software.
• Import recorded or budgeted GL account balances to compare the figures against a budget or previous time period.
• Match invoice information from lockbox feeds to invoices in open accounts receivable.
• Add or modify mapping files to transmit payments to financial institutions.
• Import PPE and direct bill statements from carriers and automatically reconcile those statements against the items billed.

1. From the Home screen, do one of the following:
   
   • Click Configure on the navigation panel.
   • Click Areas > Configure on the menubar.
   • Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

2. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Accounting on the navigation panel or Areas > Accounting on the menubar.
3. Click Import/Export on the navigation panel.
4. Click Import/Export in the view filter and make a selection:
   

   • Direct Bill

     This function allows you to download direct bill commission statements from the carrier’s website and import them into the system.

     Note: Mapping sets must contain all of the following fields:

     • Transaction Amount
     • Policy Number
     • Policy Effective Date, Policy Expiration Date, or Installment Effective Date / Transaction Date

     The Policy Line Type field is optional. Entries in this field correspond to the policy type codes you have set up in Applied Epic, ensuring that direct bill transactions file for the correct line of business in a package policy.

     You can do the following from here:

     • Add a Mapping Set
       1. Do one of the following:
          • Click the Add button to the left of the list.
          • With focus on the list, press [Insert] on your keyboard.
       2. Choose a File Format from the following options. This is the format in which the information will be imported or exported.
          • Comma Delimited
          • Excel Workbook
          • Fixed Field
          • Semicolon Delimited

       Note: Select either the Comma Delimited or Semicolon Delimited option if you are importing a CSV file, depending on the character used as a delimiter between cells. If you are not sure which character is used as a delimiter, open the file in Microsoft Notepad to confirm. The delimiter is determined by the Windows Region/Language Settings of the workstation used to create the file. English-language workstations use commas, while French-language workstations use semicolons.

       3. Select a Case.
       4. The active Language displays in the Language dropdown menu and is based on your Primary Language in Regional Settings Configuration.
       5. Enter a Description of the new mapping set.
          • If you have more than one language available, the Description you entered will populate for every language. 
          • To change the Description for a different language, select the language in the list or the dropdown menu and enter your Description. 
          • The Update matching descriptions in other languages checkbox defaults selected and cannot be changed during the Add workflow. To change this selection, you must first create the mapping set and then edit it.

       6. Click the Mappings tab.
       7. Click the Add button to the left of the Mappings list. The Define Mapping window displays.
          1. Select an Area. If the column in question will not be converted, choose <Do Not Import>.
          2. Choose a Field.
          3. Enter a Description of this mapping.
          4. Select a Format if applicable.
          5. Enter a Length for the column if applicable.
          6. Select the appropriate checkbox(es) in the Omit section:
             • Leading zeros
             • Hyphens
             • Spaces
          7. Click Add to add another record to this mapping.
             
             Click Finish or press [Enter] to complete the record.
             
             Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.

       To edit a mapping, click to highlight the mapping and then click the Edit button to the left of the list. Make changes as necessary.
       
       To delete a mapping, click to highlight the mapping and then click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.

       8. Click Finish to save the mapping information.
     • Edit a Mapping Set
       1. Click to highlight the mapping set in the list and then do one of the following:
          • Click the Edit button to the left of the list.
          • Press [Enter].
          • Click File > Open on the menubar.
       2. Revise the information in the fields on the right as necessary.
          • If the Update matching descriptions in other languages option is selected and the Descriptions for multiple languages match, any change you make to one Description will be applied to the other Descriptions after you click Finish. Deselect this box if you prefer to update each Description individually.
       3. To add a mapping, click the Add button to the left of the Mappings list. The Define Mapping window displays.
          1. Select an Area. If the column in question will not be converted, choose Do Not Import.
          2. Choose a Field.
          3. Enter a Description of this mapping.
          4. Select a Format if applicable.
          5. Enter a Length for the column if applicable.
          6. Select the appropriate checkbox(es) in the Omit section:
             • Leading zeros
             • Hyphens
             • Spaces
          7. Click Add to add another record to this mapping.
             
             Click Finish or press [Enter] to complete the record.
             
             Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.

       To edit a mapping, click to highlight the mapping and then click the Edit button to the left of the list. Make changes as necessary.
       
       To delete a mapping, click to highlight the mapping and then click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.

       4. Click Finish to save the mapping information.
     • Delete a Mapping Set
       1. Click to highlight the mapping set in the list on the right.
       2. Do one of the following:
          • Click the Delete button to the left of the list.
          • Press [Delete] on your keyboard.
       3. You are prompted, "Do you wish to delete this record?" Click Yes.
     • Copy a Mapping Set
       1. Click to highlight the mapping set in the list and then do one of the following:
          • Click Actions > Copy Mapping File on the options bar.
          • Click Actions > Copy Mapping File on the menubar.
          • Right click the mapping and select Copy Mapping File.
       2. You are prompted, "Do you wish to copy the selected mapping file?" Click Yes.
       3. Enter a Description for the new mapping file.
       4. Revise the information in the fields on the right.
       5. Click the Add button to the left of the Mappings list. The Define Mapping window displays.
          1. Enter a Description of this mapping.
          2. Select an Area. If the column in question will not be converted, choose Do Not Import.
          3. Choose a Field.
          4. Select a Format if applicable.
          5. Enter a Length for the column if applicable.
          6. Select the appropriate checkbox(es) in the Omit section:
             • Leading zeros
             • Hyphens
             • Spaces
          7. Click Add to add another record to this mapping.
             
             Click Finish or press [Enter] to complete the record.
             
             Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.

       To edit a mapping, click to highlight the mapping and then click the Edit button to the left of the list. Make changes as necessary.
       
       To delete a mapping, click to highlight the mapping and then click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.

       6. Click Finish to save the mapping information.
     • Export a Blank Template

       Select the mapping set in the list and do one of the following: 

       1. Click Actions > Export Blank Template on the menubar or options bar.
       2. Right click the mapping set and select Export Blank Template.
       3. The Export Blank Template window displays. The File name defaults but can be changed if desired.
       4. The location where the file saves depends on the way you access Applied Epic:
       • If you access Epic through a web browser, the file saves to your browser's default Downloads location. Press [Ctrl] + J to open your Downloads folder in a new tab.
       • If Epic is installed locally on your computer, enter the path where you would like to save blank template files in the File Folder field, or click Browse to locate the folder.
       5. Click Finish to export the template. Windows prompts you to save the file to the specified location. Click Save.
     • Print a List of Mapping Sets
       1. To print a list of the mapping sets in Applied Epic, do one of the following:
          
          • Click Print > Listview on the options bar.
          • Click File > Print > Listview on the menubar.
       2. The Print window displays. Print the list as you would any other document.

   • GL Export

     This function allows you to add and modify mapping files that are used to export your General Ledger account balances so that they can be analyzed using financial reporting software.

     Note: General Ledger Export mapping files must include, at minimum, the following fields:

     • Amount or Debit and Credit
     • Account-Subaccount or Title Account or Subaccount

     You can do the following from here:

     • Add a Mapping Set
       1. Do one of the following:
          • Click the Add button to the left of the list.
          • With focus on the list, press [Insert] on your keyboard.
       2. Enter a Description for the new mapping set.
       3. Determine whether the export file’s default destination will be on a Local or Network drive.
          Note: If the file is saved to a local drive, Windows will prompt the user to save the file to the default location upon export (meaning that the user has the option of overriding the destination). If the file is saved to a network drive, the user does not receive this prompt and the file automatically saves to the specified network location.
          • If you select Local, click the Browse button to navigate to the appropriate destination. Click OK.
          • If you select Network, select the appropriate Path. The list populates with paths defined in Data Service Network Path Configuration.
       4. Type the desired File name. To include a description variable (for example, Agency Code, Current Date, or Export Batch Number), click the lookup button to the right of the File name field. Select the variable you want to insert and click Finish.
          
          Note: Using the Export Batch Number variable is recommended. This variable serves as a unique identifier and can be checked against the export batch numbers associated to receipts, disbursements, vouchers, and journal entries.
       5. Select the desired Format (Comma Delimited or Excel Workbook).
       6. If desired, check Include row(s) for column headings.
       7. The Mappings list defaults to the All Mappings view, but you can click the view filter and select any of the following:
          • File Header
          • Detail
          • File Footer
       8. Click the Add button to the left of the Mappings list. The Define Mapping window displays.
          1. Select the Section in which this mapping should be included (File Header, Detail, or File Footer).
          2. Select an Area. If this mapping is for the File Header or File Footer, you may select Export File or Totals. If the mapping is part of the Detail section, GL Account Balances is the only available area.
          3. Select a Field.
          4. The Description defaults to match the Field name but can be modified if necessary.
          5. If the field selected is a date or month, select the desired Format.
       9. Click Add to add another record to this mapping.
          
          Click Finish or press [Enter] to complete the record.
          
          Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, “Do you wish to discard changes?” Click Yes.
          
          To edit a mapping, select the mapping and click the Edit button to the left of the list. Make changes as necessary.
          
          To delete a mapping, select the mapping and click the Delete button to the left of the list or press [Delete]. You are prompted, “Do you wish to delete this record?” Click Yes.
          
          You can use the arrow buttons to the left of the Mappings list to change the order of the mappings. However, all File Header mappings must be listed first, followed by the Detail mappings, followed by the File Footer mappings.
       10. Click Finish to save the mapping information.
     • Edit a Mapping Set
       1. Select the mapping set in the list and do one of the following:
          • Click the Edit button to the left of the list.
          • Press [Enter].
          • Click File > Open on the menubar.
       2. Revise the information in the fields to the right as necessary.
       3. If desired, click the view filter at the top of the Mappings list to change the mappings that display.
       4. To add a mapping, click the Add button to the left of the list. See the instructions under Add a Mapping Set for more information.
          
          To edit a mapping, select the mapping and click the Edit button to the left of the list. Make changes as necessary.
          
          To delete a mapping, select the mapping and click the Delete button to the left of the list or press [Delete]. You are prompted, “Do you wish to delete this record?” Click Yes.
          
          You can use the arrow buttons to the left of the Mappings list to change the order of the mappings. However, all File Header mappings must be listed first, followed by the Detail mappings, followed by the File Footer mappings.
       5. Click Finish to save the mapping information.
     • Delete a Mapping Set

       If the mapping file is associated to a General Ledger export batch, you cannot delete it. You should instead inactivate it to prevent it from being used in the future.

       1. Select the mapping set in the list and do one of the following:
          • Click the Delete button to the left of the list.
          • Press [Delete] on the keyboard.
       2. You are prompted, “Do you wish to delete this record?” Click Yes.
     • Copy a Mapping Set
       1. Select the mapping set in the list and do one of the following:
          • Click Actions > Copy Mapping File on the menubar or options bar.
          • Right click the mapping set and select Copy Mapping File.
       2. You are prompted, “Do you wish to copy the selected mapping file?” Click Yes.
       3. Enter a Description for the new mapping file.
       4. Make any necessary changes to the Detail frame and the Mappings list. See the instructions under Add a Mapping Set for more information.
       5. Click Finish to save the mapping information.
     • Inactivate/Reactivate a Mapping Set

       Note: Inactive mapping sets do not display in the list by default. To display inactive mapping sets, click the Include Inactive link label in the upper right corner of the screen. To hide them, click Exclude Inactive.

       1. Select the mapping set in the list and do one of the following:
          • Click Actions > Inactivate/Reactivate on the menubar or options bar.
          • Right click the mapping set and select Inactivate/Reactivate.
       2. You are prompted, “Do you wish to inactivate/reactivate this record?” Click Yes. The mapping set list refreshes automatically.
     • Export a Blank Template
       1. Select the mapping set in the list and do one of the following:
          • Click Actions > Export Blank Template on the menubar or options bar.
          • Right click the mapping set and select Export Blank Template.
       2. The Export Blank Template window displays. The File name defaults but can be changed if desired.
       3. The location where the file saves depends on the way you access Applied Epic:
       • If you access Epic through a web browser, the file saves to your browser's default Downloads location. Press [Ctrl] + J to open your Downloads folder in a new tab.
       • If Epic is installed locally on your computer, enter the path where you would like to save blank template files in the File Folder field, or click Browse to locate the folder.
       4. Click Finish to export the template. Windows prompts you to save the file to the specified location. Click Save.
     • Print a List of Mapping Sets
       1. To print a list of mapping sets, do one of the following:
          • Click File > Print > Listview on the menubar.
          • Click Print > Listview on the options bar.
          • Click the Print button to the left of the list.
       2. The Print window displays. Print the list as you would any other document.

   • GL Budget

     This function allows you to import recorded or budgeted GL account balances so that you can compare current figures against a budget or a previous time period. You can define a mapping set to match the workbook you want to import, mapping all columns in the workbook that do not apply to the budget as Do Not Import. You can also export a mapping set as a blank template in order to enter your figures.

     You can do the following from here:

     • Add a Mapping Set

       1. Do one of the following:
          • Click the Add button to the left of the list.
          • With focus on the list, press [Insert] on your keyboard.
       2. Enter a Description for the new mapping set.
       3. Choose a File Format from the following options. This is the format in which the information will be imported or exported.
          • Comma Delimited
          • Excel Workbook
          • Fixed Field
          • Semicolon Delimited

       Note: Select either the Comma Delimited or Semicolon Delimited option if you are importing a CSV file, depending on the character used as a delimiter between cells. If you are not sure which character is used as a delimiter, open the file in Microsoft Notepad to confirm. The delimiter is determined by the Windows Region/Language Settings of the workstation used to create the file. English-language workstations use commas, while French-language workstations use semicolons.

       4. Select a Fiscal Period.
          1. Select the beginning month for the fiscal period from the dropdown menu.
          2. The final month of the fiscal period displays automatically. If you select April, for example, the fiscal period displays as April through March.

       5. Click the Add button to the left of the Mappings list. The Define Mapping window displays.
          1. Select a Field for this mapping (Agency, Branch, Department, Profit Center, GL Account #, Subaccount, Monthly Amount, Quarterly Amount, or Yearly Amount). You may also select Do Not Import if applicable.
             Note: Each mapping set must contain at least the Agency and GL Account # fields as well as a Monthly Amount, Quarterly Amount, and Yearly Amount.
             Note: You cannot have gaps in the mapped structure levels. For example, you cannot map Department without including Branch.
             Note: In some cases, your GL account and subaccount may be entered in the same column in the spreadsheet you want to import. If this is the case, ensure that the GL account and subaccount are separated by a space or hyphen and use the Text to columns feature in Excel to separate the data into two columns.
          2. The Description defaults based on your Field selection, but you can modify it if desired. For a Monthly Amount column, for example, you may want to change the Description to the name of the particular month.
          3. If you selected Monthly Amount or Quarterly Amount as the Field, select the Month(s).
          4. Select a Format if applicable.
          5. Enter a Length for the column if applicable.
          6. Select the appropriate checkboxes in the Omit section:
             • Leading zeros
             • Hyphens
             • Spaces
          7. Click Add to add another record to the mapping.
             
             Click Finish or press [Enter] to complete the record.
             
             Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.

       To edit a mapping, click to highlight the mapping and click the Edit button to the left of the list. Make changes as necessary.
       
       To delete a mapping, click to highlight the mapping and click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.

       6. Click Finish to save the mapping information.

     • Edit a Mapping Set

       1. Click to highlight the mapping set in the list and do one of the following:
          • Click the Edit button to the left of the list.
          • Press [Enter].
          • Click File > Open on the menubar.
       2. Revise the information in the fields to the right as necessary.
          Note: Revising the Fiscal period for a mapping set containing quarterly amounts will clear the months specified for those amounts.
       3. To add a mapping, click the Add button to the left of the list. The Define Mapping window displays.
       1. Select a Field for this mapping (Agency, Branch, Department, Profit Center, GL Account #, Subaccount, Monthly Amount, Quarterly Amount, or Yearly Amount). You may also select Do Not Import if applicable.
          
          Note: Each mapping set must contain at least the Agency and GL Account # fields as well as a Monthly Amount, Quarterly Amount, and Yearly Amount.
          
          You cannot have gaps in the mapped structure levels. For example, you cannot map Department without including Branch.
          
          In some cases, your GL account and subaccount may be entered in the same column in the spreadsheet you want to import. If this is the case, ensure that the GL account and subaccount are separated by a space or hyphen and use the Text to columns feature in Excel to separate the data into two columns.
       2. The Description defaults based on your Field selection, but you can modify it if desired. For a Monthly Amount column, for example, you may want to change the Description to the name of the particular month.
       3. If you selected Monthly Amount or Quarterly Amount as the Field, select the Month(s).
       4. Select a Format if applicable.
       5. Enter a Length for the column if applicable.
       6. Select the appropriate checkbox(es) in the Omit section:
       • Leading zeros
       • Hyphens
       • Spaces
       7. Click Add to add another record to the mapping.
          
          Click Finish or press [Enter] to complete the record.
          
          Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
       4. To edit a mapping, select the mapping and click the Edit button to the left of the list. Make changes as necessary.
          
          To delete a mapping, select the mapping and click the Delete button to the left of the list or press [Delete]. You are prompted, “Do you wish to delete this record?” Click Yes.
       5. Click Finish to save the mapping information.

     • Delete a Mapping Set

       1. Click to highlight the mapping set in the list on the right.
       2. Do one of the following:
          • Click the Delete button to the left of the list.
          • Press [Delete] on your keyboard.
       3. You are prompted, "Do you wish to delete this record?" Click Yes.

     • Copy a Mapping Set

       1. Click to highlight the mapping set in the list and then do one of the following:
          • Click Actions > Copy Mapping File on the options bar.
          • Click Actions > Copy Mapping File on the menubar.
          • Right click the mapping and select Copy Mapping File.
       2. You are prompted, "Do you wish to copy the selected mapping file?" Click Yes.
       3. Enter a Description for the new mapping file and click Finish.
       4. The rest of the fields on the screen default. To modify any of the information, see Edit a Mapping Set.

     • Export a Blank Template

       1. Click to highlight the mapping set in the list and then do one of the following:
          • Click Actions > Export Blank Template on the options bar.
          • Click Actions > Export Blank Template on the menubar.
          • Right click the mapping and select Export Blank Template.
       2. The Export Blank Template window displays. Enter a File name for the budget template.
       3. The location where the file saves depends on the way you access Applied Epic:
       • If you access Epic through a web browser, the file saves to your browser's default Downloads location. Press [Ctrl] + J to open your Downloads folder in a new tab.
       • If Epic is installed locally on your computer, enter the path where you would like to save blank template files in the File Folder field, or click Browse to locate the folder.
       4. Click Finish to export the template. Windows prompts you again to save the file to the specified location. Click Save.

     • Print a List of Mapping Sets

       1. To print the list of mapping sets, do one of the following:
          
          • Click Print > Listview on the options bar.
          • Click File > Print > Listview on the menubar.
       2. The Print window displays. Print the list as you would any other document.

   • Receipt

     This function allows you to match invoice information contained in lockbox feeds to invoices in open accounts receivable. That means that the system can enter the premium payments automatically once the bank deposits them so that you do not have to enter them manually.

     You can do the following from here:

     • Add a Mapping Set
       1. Do one of the following:
          • Click the Add button to the left of the list.
          • With focus on the list, press [Insert] on your keyboard.
       2. Select a Default Account for the mapping set. The Default Account is used if the import cannot determine the correct account or if the mapped field contains an invalid value.
          
          To find the correct account, click the lookup button to open the Available Clients window. Enter at least the first letter of the Lookup code and click Locate or press [Enter]. Select the correct client in the list and then click Finish.
       3. The location where the file saves depends on the way you access Applied Epic:
       • If you access Epic through a web browser, the file saves to your browser's default Downloads location. Press [Ctrl] + J to open your Downloads folder in a new tab.
       • If Epic is installed locally on your computer, enter the path where you would like to save receipt files in the File Folder field, or click Browse to locate the folder.
         Note: If you access the desktop version of Epic after a receipt mapping completes from Epic Browser, the folder path displays blank, and you must enter a path to save any changes.
       4. Enter a Description for the new mapping set.
       5. Choose a File Format from the following options. This is the format in which the information will be imported or exported.
          • Comma Delimited
          • Excel Workbook
          • Fixed Field
          • Semicolon Delimited

       Note: Select either the Comma Delimited or Semicolon Delimited option if you are importing a CSV file, depending on the character used as a delimiter between cells. If you are not sure which character is used as a delimiter, open the file in Microsoft Notepad to confirm. The delimiter is determined by the Windows Region/Language Settings of the workstation used to create the file. English-language workstations use commas, while French-language workstations use semicolons.

       6. Choose a Case.
       7. Click on the Mappings tab, then click the Add button .The Define Mapping window displays.
          1. Choose a Field from the dropdown.
          2. The Description defaults, but you can change it if necessary.
          3. Select a Format if applicable.
          4. Enter a Length for the column if applicable.
          5. Select the appropriate checkboxes in the Omit section:
             • Leading zeros
             • Hyphens
             • Spaces
          6. Click Add to add another record to this mapping.
             
             Click Finish or press [Enter] to complete the record.
             
             Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.

       To edit a mapping, click to highlight the mapping and then click the Edit button to the left of the list. Make changes as necessary.
       
       To delete a mapping, click to highlight the mapping and then click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.

       8. Click Finish to save the mapping information.
     • Edit a Mapping Set
       1. Click to highlight the mapping set in the list and then do one of the following:
          • Click the Edit button to the left of the list.
          • Press [Enter].
          • Click File > Open on the menubar.
       2. Revise the information in the fields on the right as necessary.
       3. Click on the Mappings tab to edit the mappings:
       • To add a mapping, click the Add button to the left of the Mappings list. The Define Mapping window displays.
         1. Enter a Description of this mapping.
         2. Choose a Field.
         3. Select a Format if applicable.
         4. Enter a Length for the column if applicable.
         5. Select the appropriate checkboxes in the Omit section:
         • Leading zeros
         • Hyphens
         • Spaces
         6. Click Add to add another record to this mapping.
            
            Click Finish or press [Enter] to complete the record.
            
            Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.

       • To edit a mapping, click to highlight the mapping and then click the Edit button to the left of the list. Make changes as necessary.
         

       • To delete a mapping, click to highlight the mapping and then click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.

       4. Click Finish to save the mapping information.
     • Delete a Mapping Set
       1. Click to highlight the mapping set in the list on the right.
       2. Do one of the following:
          • Click the Delete button to the left of the list.
          • Press [Delete] on your keyboard.
       3. You are prompted, "Do you wish to delete this record?" Click Yes.
     • Copy a Mapping Set
       1. Click to highlight the mapping set in the list and then do one of the following:
          • Click Actions > Copy Mapping File on the options bar.
          • Click Actions > Copy Mapping File on the menubar.
          • Right click the mapping and select Copy Mapping File.
       2. You are prompted, "Do you wish to copy the selected mapping file?" Click Yes.
       3. Change the Default Account for the mapping set if applicable. To find the account, click the lookup button to open the Available Clients window. Enter at least the first letter of the Lookup code and click Locate or press [Enter]. Click on the correct client in the list and then click Finish.
       4. The File Folder defaults but can be changed if necessary.
       5. Enter a Description for the new mapping file.
       6. The File format defaults and cannot be changed.
       7. Amend the Case if necessary.
       8. To add a mapping, click the Add button to the left of the Mappings list. The Define Mapping window displays.
          1. Enter a Description of this mapping.
          2. Choose a Field.
          3. Select a Format if applicable.
          4. Enter a Length for the column if applicable.
          5. Select the appropriate checkbox(es) in the Omit section:
             • Leading zeros
             • Hyphens
             • Spaces
          6. Click Add to add another record to this mapping.
             
             Click Finish or press [Enter] to complete the record.
             
             Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.

       To edit a mapping, click to highlight the mapping and then click the Edit button to the left of the list. Make changes as necessary.
       
       To delete a mapping, click to highlight the mapping and then click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.

       9. Click Finish to save the mapping information.
     • Export a Blank Template

       Select the mapping set in the list and do one of the following: 

       1. Click Actions > Export Blank Template on the menubar or options bar.
       2. Right click the mapping set and select Export Blank Template.
       3. The Export Blank Template window displays. The File name defaults but can be changed if desired.
       4. Click the Browse button to navigate to the appropriate destination. Click OK.
       5. Click Finish to export the template. Windows prompts you to save the file to the specified location. Click Save.
     • Print a List of Mapping Sets
       1. To print a list of the mapping sets in Applied Epic, do one of the following:
          
          • Click Print > Listview on the options bar.
          • Click File > Print > Listview on the menubar.
       2. The Print window displays. Print the list as you would any other document.

   • Payment Transmission File

     Here you can add and modify mapping files that are used to transmit payments to financial institutions via the Create Transmission File action. Two mapping files are already installed in the system:

     • Default CPA: Standard used by financial institutions in Canada.
     • Default NACHA: Standard used by financial institutions in the United States.

     You can do the following from here:

     • Add a Mapping Set
       1. Do one of the following:
          • Click the Add button to the left of the list.
          • With focus on the list, press [Insert] on your keyboard.
       2. The location where the file saves depends on the way you access Applied Epic:
       • If you access Epic through a web browser, the file saves to your browser's default Downloads location. Press [Ctrl] + J to open your Downloads folder in a new tab.
       • If Epic is installed locally on your computer, enter the path where you would like to save payment transmission files in the File Folder field, or click Browse to locate the folder.
       3. Select the Type. When you select payments for transmission, they are filtered by country based on the Type of file you are using.
       • BACS - DATA: Used to transmit payments to UK institutions.
       • BACS- RBS: Used to transmit payments to U.K. institutions
       • CHAPS: Used to transmit payments to UK institutions.
       • CPA 1464: Used to transmit payments to Canadian institutions.
       • CPS - 80: Used to transmit payments to Canadian institutions.
       • IAT: Used to transmit payments to UK institutions.
       • NACHA: Used to transmit payments to U.S. institutions.

       4. The File Format defaults, depending on the Type you selected.
       5. The active Language displays in the Language dropdown menu and is based on your Primary Language in Regional Settings Configuration.
       6. Enter a Description of the new mapping set.
       • If you have more than one language available, the Description you entered will populate for every language.  
       • To change the Description for a different language, select the language in the list or the dropdown menu and enter your Description.  
       • The Update matching descriptions in other languages checkbox defaults checked and cannot be changed during the Add workflow. To change this selection, you must first create the mapping set and then edit it.
       7. Click the Mappings tab. Perform one of the following sets of steps.

       • Add Mappings: BACS - DATA
         1. Click the Add button beside the Mappings list. The Define Mapping window displays.
         1. Select the Section in which this mapping should be included:
         • DATA: A record in the Users file to debit or credit the user’s own Individual Account.
         • CONTRA: A record in the Users file to debit or credit the user’s own Individual Account.
         2. Select the Area in which this mapping should be included:
         • Account: Information for the entity associated to the payment transaction.
         • Bank Account: Settings established for the bank account using the Define Bank Account action.
         • Constant: A fixed value that always displays.
         • File ID Modifier: Unique letter or number assigned as an identifier when multiple files are created on the same day.
         • System Date

         • Total

         3. Select a Field (available options vary, depending on the Area selected). If you selected Constant, this step does not apply.
         4. Enter a Description of this mapping. The description may default, depending on the Field selected.
         5. If you selected Constant as the Area, enter the desired value in the Constant field, up to 200 characters.
         6. To fill empty space in a field with zeros (meaning that if the field is left justified, zeros fill the space to the right, and if it is right justified, zeros fill the space to the left), select Fill with zeros.
         2. Click Add to add another record to this mapping.

         Click Finish or press [Enter] to complete the record.

         Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.

         To edit a mapping, click to highlight the mapping and then click the Edit button to the left of the list. Make changes as necessary.

         To delete a mapping, click to highlight the mapping and then click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.

         At any point, you may reset the mapping file to match the default by clicking the Restore Default Mappings link label. You are prompted, “This action will reset all criteria back to the default settings. All changes will be lost. Do you wish to restore the default mappings?” Click Yes to undo your changes and restore the defaults, or No to retain your changes.

         1. Click Finish to save the mapping information.
       • Add Mappings: BACS - RBS
         1. Click the Add button beside the Mappings list. The Define Mapping window displays.
         1. Select the Area in which this mapping should be included:
         • Account: Information for the entity associated to the payment transaction.
         • Bank Account: Settings established for the bank account using the Define Bank Account action.
         • Constant: A fixed value that always displays.
         • File ID Modifier: Unique letter or number assigned as an identifier when multiple files are created on the same day.
         • System Date

         • Total

         2. Select a Field (available options vary, depending on the Area selected). If you selected Constant, this step does not apply.
         3. Enter a Description of this mapping. The description may default, depending on the Field selected.
         4. If you selected Constant as the Area, enter the desired value in the Constant field, up to 200 characters.
         5. To fill empty space in a field with zeros (meaning that if the field is left justified, zeros fill the space to the right, and if it is right justified, zeros fill the space to the left), select Fill with zeros.
         2. Click Add to add another record to this mapping.

         Click Finish or press [Enter] to complete the record.

         Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.

         To edit a mapping, click to highlight the mapping and then click the Edit button to the left of the list. Make changes as necessary.

         To delete a mapping, click to highlight the mapping and then click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.

         At any point, you may reset the mapping file to match the default by clicking the Restore Default Mappings link label. You are prompted, “This action will reset all criteria back to the default settings. All changes will be lost. Do you wish to restore the default mappings?” Click Yes to undo your changes and restore the defaults, or No to retain your changes.

         1. Click Finish to save the mapping information.
       • Add Mappings: CHAPS
         1. Click the Add button to the left of the Mappings list. The Define Mapping window displays.
         1. Select the Area in which this mapping should be included:
         • Account: Information for the entity associated to the payment transaction.
         • Bank Account: Settings established for the bank account via the Define Bank Account action.
         • Constant: A fixed value that always displays.
         • File ID Modifier: Unique letter or number assigned as an identifier when multiple files are created in the same day.
         • System Date
         • Total
         2. Select a Field (available options vary, depending on the Area selected). If you selected Constant, this step does not apply.
         3. Enter a Description of this mapping. The description may default based on the Field selected.
         4. If you selected Constant as the Area, enter the desired value in the Constant field, up to 200 characters.
         5. To fill empty space in a field with zeros (meaning that if the field is left justified, zeros fill the space to the right, and if it is right justified, zeros fill the space to the left), select Fill with zeros.
         2. Click Add to add another record to this mapping.

         Click Finish or press [Enter] to complete the record.

         Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.

         To edit a mapping, click to highlight the mapping and then click the Edit button to the left of the list. Make changes as necessary.

         To delete a mapping, click to highlight the mapping and then click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.

         At any point, you may reset the mapping file to match the default by clicking the Restore Default Mappings link label. You are prompted, “This action will reset all criteria back to the default settings. All changes will be lost. Do you wish to restore the default mappings?” Click Yes to undo your changes and restore the defaults, or No to retain your changes.

         3. Click Finish to save the mapping information.
       • Add Mappings: CPA - 1464
         1. The Mappings list defaults to the All Mappings view, but you can click the view filter and select any of the following:
            • Header Record
            • A Record (File ID)
            • X Record (Batch ID)
            • Detail Record
            • D Record (Detail record containing individual debits)
            • Y Record (Last record pertaining to the batch)
            • Trailer Record
            • Z Record (Trailer record, last record in file)
         2. Click the Add button to the left of the Mappings list. The Define Mapping window displays.
            1. Select the Section in which this mapping should be included:
               • A – CPA (required)
               • D – CPA (required)
               • Detail – Custom
               • Header – Custom
               • Trailer – Custom
               • X – CPA (required)
               • Y – CPA (required)
               • Z - CPA (required)
            2. Select an Area:
               • Account: Information for the entity associated to the payment transaction.
               • Bank Account: Settings established for the bank account via the Define Bank Account action.
               • Bank Account Agency: Information for the bank account’s default agency.
               • Constant: A fixed value that always displays.
               • System Date
               • System Time
               • Total
               • Transaction: Information for the payment transaction.
            3. Select a Field. The available options vary, depending on the Area selected. If you selected Constant, File ID Modifier, System Date, or System Time, this step does not apply.
            4. Enter a Description of this mapping. The description may default based on the Field selected.
            5. If the field selected is a date or amount, select the Format.
            6. If you selected Constant as the Area, enter the desired value (up to 200 characters) in the Constant field.
            7. Enter the field Length.
            8. Select a Justify option of Left or Right.
            9. To fill empty space in a field with zeros (meaning that if the field is left justified, zeros fill the space to the right, and if it is right justified, zeros fill the space to the left), select Fill with zeros.
         3. Click Add to add another record to this mapping.
            
            Click Finish or press [Enter] to complete the record.
            
            Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
            
            To edit a mapping, click to highlight the mapping and then click the Edit button to the left of the list. Make changes as necessary.
            
            To delete a mapping, click to highlight the mapping and then click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.
            
            You can reset the mapping file to match the default CPA mappings at any time by clicking the Restore Default Mappings link label. You are prompted, “This action will reset all criteria back to the default settings. All changes will be lost. Do you wish to restore the default mappings?” Click Yes to undo your changes and restore the defaults, or No to retain your changes.
         4. Click Finish to save the mapping information.
       • Add Mappings: CPA - 80
         1. The Mappings list defaults to the All Mappings view, but you can click the view filter and select any of the following:
            • Header Record
            • A Record (File ID)
            • X Record (Batch ID)
            • Detail Record
            • D Record (Detail record containing individual debits)
            • Y Record (Last record pertaining to the batch)
            • Trailer Record
            • Z Record (Trailer record, last record in file)
         2. Click the Add button to the left of the Mappings list. The Define Mapping window displays.
            1. Select the Section in which this mapping should be included:
               • A – CPA (required)
               • D – CPA (required)
               • Detail – Custom
               • Header – Custom
               • Trailer – Custom
               • X – CPA (required)
               • Y – CPA (required)
               • Z - CPA (required)
            2. Select an Area:
               • Account: Information for the entity associated to the payment transaction.
               • Bank Account: Settings established for the bank account via the Define Bank Account action.
               • Bank Account Agency: Information for the bank account’s default agency.
               • Constant: A fixed value that always displays.
               • File ID Modifier: Unique letter or number assigned as an identifier when multiple files are created in the same day.
               • System Date
               • System Time
               • Total
               • Transaction: Information for the payment transaction.
            3. Select a Field (available options vary, depending on the Area selected). If you selected Constant, File ID Modifier, System Date, or System Time, this step does not apply.
            4. Enter a Description of this mapping. The description may default based on the Field selected.
            5. If the field selected is a date or amount, select the desired Format.
            6. If you selected Constant as the Area, enter the desired value in the Constant field, up to 200 characters.
            7. Enter the field Length.
            8. Select a Justify option of Left or Right.
            9. To fill empty space in a field with zeros (meaning that if the field is left justified, zeros fill the space to the right, and if it is right justified, zeros fill the space to the left), select Fill with zeros.
         3. Click Add to add another record to this mapping.
            
            Click Finish or press [Enter] to complete the record.
            
            Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
            
            To edit a mapping, click to highlight the mapping and then click the Edit button to the left of the list. Make changes as necessary.
            
            To delete a mapping, click to highlight the mapping and then click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.
            
            At any point, you may reset the mapping file to match the default CPA by clicking the Restore Default Mappings link label. You are prompted, “This action will reset all criteria back to the default settings. All changes will be lost. Do you wish to restore the default mappings?” Click Yes to undo your changes and restore the defaults, or No to retain your changes.
         4. Click Finish to save the mapping information.
       • Add Mappings: IAT
         1. Click the Add button to the left of the Mappings list. The Define Mapping window displays.
         1. Select the Area in which this mapping should be included:
         • Account: Information for the entity associated to the payment transaction.
         • Bank Account: Settings established for the bank account via the Define Bank Account action.
         • Constant: A fixed value that always displays.
         • File ID Modifier: Unique letter or number assigned as an identifier when multiple files are created in the same day.
         • System Date
         • Total
         2. Select a Field (available options vary, depending on the Area selected). If you selected Constant, this step does not apply.
         3. Enter a Description of this mapping. The description may default, depending on the Field selected.
         4. If you selected Constant as the Area, enter the desired value in the Constant field, up to 200 characters.
         5. To fill empty space in a field with zeros (meaning that if the field is left justified, zeros fill the space to the right, and if it is right justified, zeros fill the space to the left), select Fill with zeros.
         2. Click Add to add another record to this mapping.

         Click Finish or press [Enter] to complete the record.

         Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.

         To edit a mapping, click to highlight the mapping and then click the Edit button to the left of the list. Make changes as necessary.

         To delete a mapping, click to highlight the mapping and then click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.

         At any point, you may reset the mapping file to match the default by clicking the Restore Default Mappings link label. You are prompted, “This action will reset all criteria back to the default settings. All changes will be lost. Do you wish to restore the default mappings?” Click Yes to undo your changes and restore the defaults, or No to retain your changes.

         3. Click Finish to save the mapping information.
       • Add Mappings: NACHA
         1. The Mappings list defaults to the All Mappings view, but you can click the view filter and select any of the following:
            • File Header Record
            • Batch Header Record
            • Entry Detail Record
            • Batch Control Record
            • File Control Record
         2. Click the Add button to the left of the Mappings list. The Define Mapping window displays.
            1. Select the Section in which this mapping should be included:
               • Batch Control: Includes totals pertaining to the batch as a whole.
               • Batch Header: Identifies the institution and the transmission file effective date.
               • Entry Detail: Contains information from transaction detail.
               • File Control: Contains final counts of information contained in the transmission file.
               • File Header: Contains information pertaining to the institution and the immediate destination of the file.
            2. Select an Area from which to pull the information. Some areas are not available for all sections.
               • Account: Information for the entity associated to the payment transaction.
               • Bank Account: Settings established for the bank account via the Define Bank Account action.
               • Bank Account Agency: Information for the bank account’s default agency.
               • Constant: A fixed value that always displays.
               • File ID Modifier: Unique letter or number assigned as an identifier when multiple files are created in the same day.
               • System Date
               • System Time
               • Total
               • Transaction: Information for the payment transaction.
            3. Select a Field (available options vary, depending on the Area selected). If you selected Constant, File ID Modifier, System Date, or System Time, this step does not apply.
            4. Enter a Description of this mapping. The description may default based on the Field selected.
            5. If the field selected is a date or amount, select the desired Format.
            6. If you selected Constant as the Area, enter the desired value in the Constant field, up to 200 characters.
            7. Enter the field Length.
            8. Select a Justify option of Left or Right.
            9. To fill empty space in a field with zeros (meaning that if the field is left justified, zeros fill the space to the right, and if it is right justified, zeros fill the space to the left), select Fill with zeros.
         3. Click Add to add another record to this mapping.
            
            Click Finish or press [Enter] to complete the record.
            
            Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
            
            To edit a mapping, click to highlight the mapping and then click the Edit button to the left of the list. Make changes as necessary.
            
            To delete a mapping, click to highlight the mapping and then click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.
            
            At any point, you may reset the mapping file to match the default NACHA by clicking the Restore Default Mappings link label. You are prompted, “This action will reset all criteria back to the default settings. All changes will be lost. Do you wish to restore the default mappings?” Click Yes to undo your changes and restore the defaults, or No to retain your changes.
         4. Click Finish to save the mapping information.
     • Edit a Mapping Set
       1. Click to highlight the mapping set in the list and then do one of the following:
          • Click the Edit button to the left of the list.
          • Press [Enter].
          • Click File > Open on the menubar.
       2. Revise the information in the fields on the right as necessary.
       3. If desired, click the view filter at the top of the Mappings list to change the mappings that display.
          • If the mapping file has a Type of CPA, the following views are available:
          • • All Mappings
            • Header Record
            • A Record (File ID)
            • X Record (Batch ID)
            • Detail Record
            • D Record (Detail record containing individual debits)
            • Y Record (Last record pertaining to the batch)
            • Trailer Record
            • Z Record (Trailer record, last record in file)
          • If the mapping file has a Type of NACHA, the following views are available:
          • • All Mappings
            • File Header Record
            • Batch Header Record
            • Entry Detail Record
            • Batch Control Record
            • File Control Record
          • If the mapping file has a Type of BACS, CHAPS, or IAT, only the All Mappings view is available.
          • To add a mapping, click the Add button to the left of the list. See the instructions under Add a Mapping File for more information.
            
            To edit a mapping, click to highlight the mapping and then click the Edit button to the left of the list. Make changes as necessary.
            
            To delete a mapping, click to highlight the mapping and then click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.
            
            At any point, you may reset the mapping file to match the default by clicking the Restore Default Mappings link label. You are prompted, “This action will reset all criteria back to the default settings. All changes will be lost. Do you wish to restore the default mappings?” Click Yes to undo your changes and restore the defaults, or No to retain your changes.
          • Click Finish to save the mapping information.
     • Delete a Mapping Set

       Note: You cannot delete a mapping set that has been selected as the default for a bank account.

       1. Click to highlight the mapping set in the list on the right.
       2. Do one of the following:
          • Click the Delete button to the left of the list.
          • Press [Delete] on your keyboard.
       3. You are prompted, "Do you wish to delete this record?" Click Yes.
     • Copy a Mapping Set
       1. Click to highlight the mapping set in the list and then do one of the following:
          • Click Actions > Copy Mapping File on the options bar.
          • Click Actions > Copy Mapping File on the menubar.
          • Right click the mapping and select Copy Mapping File.
       2. You are prompted, "Do you wish to copy the selected mapping file?" Click Yes.
       3. Enter a Description for the new mapping file.
       4. To select a default File destination, click Browse.
       5. Changing the Type of the mapping file is not recommended. Changing the Type clears all mappings, as mapping files of different types use completely different sections.
       6. The File format defaults as Fixed Field.
       7. Modify the mappings as necessary. See Edit a Mapping Set above for further instructions.
       8. Click Finish to save the mapping information.
     • Export a Blank Template

       Select the appropriate mapping set in the list and do one of the following: 

       1. Click Actions > Export Blank Template on the menubar or options bar.
       2. Right click the mapping set and select Export Blank Template.
       3. The Export Blank Template window displays. The File name defaults but can be changed if desired.
       4. The location where the file saves depends on the way you access Applied Epic:
       • If you access Epic through a web browser, the file saves to your browser's default Downloads location. Press [Ctrl] + J to open your Downloads folder in a new tab.
       • If Epic is installed locally on your computer, enter the path where you would like to save blank template files in the File Folder field, or click Browse to locate the folder.
       5. Click Finish to export the template. Windows prompts you to save the file to the specified location. Click Save.
     • Print a List of Mapping Sets
       1. To print the list of mapping sets, do one of the following:
          • Click Print > Listview on the options bar.
          • Click File > Print > Listview on the menubar.
       2. The Print window displays. Print the list as you would any other document.

     Note: The Export Blank Template action is currently not available for payment transmission file templates.

   • Reconciliations

     This function allows you to import PPE and direct bill statements directly from carriers and automatically reconcile those imported statements against the items already billed in Applied Epic. 

     Note: Mapping files must contain all of the following fields:

     • Policy Number or Line ID
     • Installment Effective / Transaction Effective Date, Policy Effective Date, or Policy Expiration Date
     • Payable due amount (if agency bill) or Commission due amount (if direct bill)
     • Transaction amount

     You can do the following from here:

     • Add a Mapping Set
       1. Do one of the following:
          • Click the Add button  to the left of the list.
          • With focus on the list, press [Insert] on your keyboard.
       2. Microsoft Excel is the only acceptable File Format. This is the format in which the information will be imported or exported.
       3. You can define a commission and/or premium threshold in the mapping file. Do one of the following:
       • Select the appropriate Due amount Threshold radio button and enter the Amount or Percent.
       • Select the appropriate Transaction amount Threshold radio button and enter the Amount or Percent.
       4. The active Language displays in the Language dropdown menu and is based on your Primary Language in Regional Settings Configuration.
       5. Enter a Description of the new mapping set.
       • If you have more than one language available, the Description you entered will populate for every language.
       • To change the Description for a different language, select the language in the list or the dropdown menu and enter your Description.
       • The Update matching description in other languages checkbox defaults selected and cannot be changed during the Add workflow. To change this selection, you must first create the mapping set and then edit it.
       6. Click the Mappings tab.
       7. Click the Add button to the left of the Mappings list. The Define Mapping window displays.
       8. Select an Area. If the column in question will not be converted, choose Do Not Import.
       9. Choose a Field.
       10. Enter a Description of this mapping.
       11. Select a Format if applicable.
       12. Select the appropriate checkbox(es) in the Omit section.
       13. Click Add to add another record to this mapping. Click Finish or press [Enter] to complete the record.
           
           To edit a mapping, click to highlight the mapping and then click the Edit button to the left of the list. Make changes as necessary. 
           
           To delete a mapping, click to highlight the mapping and then click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.
       14. Click Finish to save the mapping information.
     • Edit a Mapping Set
       1. Click to highlight the mapping set in the list and then do one of the following:
          • Click the Edit button to the left of the list.
          • Press [Enter].
          • Click File > Open on the menubar.
       2. Revise the information in the fields on the right as necessary.
       • If the Update matching descriptions in other languages option is selected and the Descriptions for multiple languages match, any change you make to one Description will be applied to the other Descriptions after you click Finish. Deselect this box if you prefer to update each Description individually.
       3. To add a mapping, click the Add button to the left of the Mappings list. The Define Mapping window displays.
       4. Select an Area. If the column in question will not be converted, choose Do Not Import.
       5. Choose a Field.
       6. Enter a Description of this mapping.
       7. Select a Format if applicable.
       8. Select the appropriate checkbox(es) in the Omit section:
          • Leading zeros
          • Hyphens
          • Spaces
       9. Click Add to add another record to this mapping. Click Finish or press [Enter] to complete the record. 
          
          Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
          
          To edit a mapping, click to highlight the mapping and then click the Edit button to the left of the list. Make changes as necessary. 
          
          To delete a mapping, click to highlight the mapping and then click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.
       10. Click Finish to save the mapping information.
     • Delete a Mapping Set
       1. Click to highlight the mapping set in the list on the right.
       2. Do one of the following:
          • Click the Delete button to the left of the list.
          • Press [Delete] on your keyboard.
       3. You are prompted, "Do you wish to delete this record?" Click Yes.
     • Copy a Mapping Set
       1. Click to highlight the mapping set in the list and then do one of the following:
          • Click Actions > Copy Mapping File on the options bar.
          • Click Actions > Copy Mapping File on the menubar.
          • Right click the mapping and select Copy Mapping File.
       2. You are prompted, "Do you wish to copy the selected mapping file?" Click Yes.
       3. Enter a Description for the new mapping file.
       4. Revise the information in the fields on the right as necessary.
       5. Click the Add button to the left of the Mappings list. The Define Mapping window displays.
          1. Enter a Description of this mapping.
          2. Select an Area. If the column in question will not be converted, choose Do Not Import.
          3. Choose a Field.
          4. Select a Format if applicable.
          5. Enter a Length for the column if applicable.
          6. Select the appropriate checkbox(es) in the Omit section:
             • Leading zeros
             • Hyphens
             • Spaces
          7. Click Add to add another record to this mapping.
             
             Click Finish or press [Enter] to complete the record.
             
             Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.

       To edit a mapping, click to highlight the mapping and then click the Edit button to the left of the list. Make changes as necessary.
       
       To delete a mapping, click to highlight the mapping and then click the Delete button to the left of the list or press [Delete]. You are prompted, "Do you wish to delete this record?" Click Yes.

       6. Click Finish to save the mapping information.

     • Export a Blank Template
       1. Select the mapping set in the list and do one of the following:
       2. • Click Actions > Export Blank Template on the menubar or options bar.
          • Right click the mapping set and select Export Blank Template.
       3. The Export Blank Template window displays. The File name defaults but can be changed if desired.
       4. The location where the file saves depends on the way you access Applied Epic:
       • If you access Epic through a web browser, the file saves to your browser's default Downloads location. Press [Ctrl] + J to open you Downloads folder in a new tab.
       • If Epic is installed locally on your computer, enter the path where you would like to save blank template files in the File Folder field, or click Browse to locate the folder.
       5. Click Finish to export the template. Windows prompts you to save the file to the specified location. Click Save.
     • Print a List of Mapping Sets
       1. To print a list of the mapping sets in Applied Epic, do one of the following:
          
          • Click Print > Listview on the options bar.
          • Click File > Print > Listview on the menubar.
       2. The Print window displays. Print the list as you would any other document.