Uploading your Epicor Data

Launching Barclays Connect

Before attempting to upload your accounts using Barclays Connect, please ensure the following:

• You have read THIS article
• The Barclays Connect Pre-requisites for user permissions are in place on your machine
• You are online and connected to the internet.
• You have a working Accounting Package and you are able to access the data you wish to upload within the Accounting Package.
• You know the User ID and Password that can access your Sage 50 UK data.

You may need to ask your IT department for some of the above information.

To begin the upload process using Barclays Connect you need to be logged in to the Barclays Portal.

From within the Barclays portal choose the Engagement for which you wish to upload data. Then click Upload on the top right of the dashboard.

If the option is available, select your Upload Scope as either Month End Reconciliation or Audit/Survey.

Choose the Accounting Package from the drop-down menu. Additionally, you can use the search box to locate the accounting package faster. 

When the correct Accounting Package is selected click Continue.

A pop-up window will appear, click Download to begin the upload process. 

This will start the download of the Barclays Connect application. Your browser will show the download file as "vclient.application". You will need to run this file.

Depending on your desktop setup you may encounter some security warnings that you need to acknowledge during the installation. Click Keep to continue with the download.

This will start the download of the Barclays Connect application. Your browser will show the download progress. Depending on your desktop setup you may encounter some security warnings you need to acknowledge during the installation.

Click Install to continue. Please note the below URL may differ from yours based on your region.

Once the Barclays Connect application installs it will connect to your Accounting Package. The app is relatively small and will be automatically removed from your desktop after completing the share process.

Barclays Connect for Epicor

Once installed, the application will automatically launch and attempt to locate your Epicor installation.

If you have more than one version of Epicor installed on your machine you will be asked to choose which version you wish to share from.

 

Select the appropriate Version of Epicor where your company data is stored and then click Next.

 

Enter the correct Username and Password for the company you have selected then click Next.

If any of these details are incorrect an error will be displayed and you will be invited to re-enter the correct details.

 

Select the Company you wish to share data for from the drop-down list then click Next.

 

If the access details supplied are correct, the Barclays Connect data extraction process will begin and progress will be displayed on the screen. Depending on the size of your database and the number of entries it contains this process may take a few minutes. Once all data has been extracted the data is then compressed, encrypted, and transmitted securely to the Barclays central server.

You can continue with other tasks whilst the extraction takes place.

Do not close the Barclays Connect window or interrupt the extraction process.

 

When the share completes the success message is presented.

Click Close to exit Barclays Connect. At this point, there is nothing more to do. Your Engagement Manager or Client Manager will be notified by email that you have submitted a new share.

 

Your shared data is now being queued for processing in the Barclays central system. You can switch off your desktop and disconnect from the network at this point if you wish.

You can view the progress of your share in the Barclays Portal (to see the current status you may need to refresh your browser). The status will change from Processing to Completed.