Connect to Xero
This article describes how you can create a connection to a Xero account to allow the import of files using detamoov. 1. Adopt the Xero moov If you have not already done so, you will need to adopt the Xero moov to your account. Click the moovs option in the left-hand menu and then click the ADD button ![][1] Expan…
20-Feb-2024
How do I override a transformation on a moov configuration?
A moov configuration for a specific client allows for you to override how the standard transformations work for each field in your file. For example, you may have a plan with John Hancock which requires the Safe Harbor Employer Match value to not go into the normal John Hancock 'SHMAC' field, but rather into the 'ERMT…
04-Aug-2023
How to configure an Ameritas moov
This article describes how to configure a client for the Standard 401k to Ameritas moov definition. Each client configuration will vary based on their plan specification and will need to be configured accordingly. If you have not already done so, please add the Standard 401k to Ameritas moov to your account by [follo…
15-Feb-2024
How to configure a Blue Star moov
This article describes how to configure a client for the Standard 401k to Blue Star moov definition. Each client configuration will vary based on their plan specification and will need to be configured accordingly. If you have not already done so, please add the Standard 401k to Blue Star moov to your account by [fol…
15-Feb-2024
Add an approver to a moov step
This article describes how you can add an approval to a moov step. This will ensure that the moov execution does not continue until it has been approved. **NOTE: the step the approval is placed on will execute and then the moov execution will be paused until it is approved by the user. If you wish to pause the moov e…
09-Aug-2023
How to configure a Sentinel Group moov
This article describes how to configure a client for the Standard 401k to Sentinel Group moov definition. Each client configuration will vary based on their plan specification and will need to be configured accordingly. If you have not already done so, please add the Standard 401k to Sentinel Group moov to your accou…
15-Feb-2024
How to set a delay on the Data File trigger step of a moov configuration
This article will describe how to set a delay on the Data File Trigger step to allow data tied to the same moov configuration to be merged into a single file. ## **Key Notes/FAQ's for file merging** 1. File merging will only work when data received is tied to the same moov configuration (file name starts with / file…
13-Jul-2023
How to configure a CUNA Mutual moov
This article describes how to configure a client for the Standard 401k to CUNA Mutual moov definition. Each client configuration will vary based on their plan specification and will need to be configured accordingly. If you have not already done so, please add the Standard 401k to CUNA Mutual moov to your account by …
15-Feb-2024
How to configure a Prosper moov
This article describes how to configure a client for the Standard 401k to Prosper moov definition. Each client configuration will vary based on their plan specification and will need to be configured accordingly. If you have not already done so, please add the Standard 401k to Prosper moov to your account by [followi…
15-Feb-2024
How to configure a John Hancock Enterprise moov
This article describes how to configure a client for the Standard 401k to John Hancock Enterprise moov definition. Each client configuration will vary based on their plan specification and will need to be configured accordingly. NOTE: this article is for the** **_**Enterprise**_ John Hancock moov definition. Access t…
15-Feb-2024
