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Easily Create & Transmit ACH Files

Mapping

Start the Import Transactions Wizard as usual from the ACH Universal home page.
 
At the mapping window, click on the 'Show all fields selection', and map the following two fields:
--Amount or Amount_Reverse_Sign
--ACH_Name_Internal (Profile Lookup) or ACH_ID_Internal (Profile Lookup)

ProfileLookup.jpg

Click 'Next' to review your records.  If there are no exceptions, simply complete the Import Wizard.
 
Working with missing profiles

If you imported a transaction, but didn't yet create a profile for the Vendor (or Client or Employee), the transaction will not be imported.

At this point you can either:

--continue importing the file without the record and add the record later, or
--stop the import, create the profile, and then re-import the file

Unimportable Records reports

If you have automated the process, or would simply like to review your records which were not imported, select the View tab > All Reports > Unimportable Records.
 
Remember:  the 'Unimportable Records' report contains all unimportable records (blank rows, headers, etc.), not just those 'Not on File'.
 
Tip:  There is an 'Unimportable Records - Last Import' report which is a bit of a time saver.
 

 

 

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