If you have brought data into ACH Universal Online after importing a file, and you want to excluding one or more transactions, it is possible to place the transaction on 'Hold'.
For example, the data below was imported (via Copy/Paste).
Placing a Record on Hold
At the point you would normally create the ACH file, you decide to 'hold' the transaction for Mike Richards.
Instead of selecting 'ACH File Creation Page', you will want to go 'Back to ACH Universal' to review the records that were imported.
Go to Unprocessed Records in the left margin to review each transaction row.
Click on the 3 dots on the right and you will see the options to Edit, Hold, or Delete. Choose 'Hold' and then you will see the Status change to 'On Hold'. The record will be excluded from the ACH file.
Removing a 'Hold'
To remove the Hold on a transaction, click the 3 dots on the right and 'Remove Hold'. It will then be available for the next ACH file that is created.
