How do Statement Services Incorporated (SSI) clients update routing?

Statement Services Incorporated (SSI) clients update routing as follows:

1. In Client Connect, select the admin tab.

2. Select Process Roster.

3. Upload the file generated by your accounting software.

4. Select Upload to Statement Services.

What is an SSI client?

Statement Services Incorporated (SSI) clients are a small group of accounts - primarily business-to-consumer (B2C) organizations such as country clubs - that use a specialized routing process within Client Connect. SSI client's route through a Roster File rather than the standard Client Connect routing configuration.

If you are unsure whether your organization is an SSI client, contact Billtrust Support.

How SSI routing works

SSI clients upload a Roster File generated by their accounting package. This file drives routing in Client Connect using a process unique to SSI accounts.

How to upload a Roster File

1.  Generate the Roster File from your accounting package.

2.  Log in to Client Connect.

3.  Select the Admin tab.

4.  Select Process Roster.

5.  Upload the Roster File.

6.  Select Upload to Statement Services.