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Easily Create & Transmit ACH Files

This feature requires the Processor edition of ACH Universal.

ACH Edit is a utility within ACH Universal Processor edition, which enables users to edit and then recreate ACH files.  Transactions can be added, edited, or deleted.

 

Getting Started (2 steps):

1. Create a new account within ACH Universal Processor edition.
Click File > New Account > Create - and complete the wizard.

2. Turn ACH Edit 'On'.
Click on Home > ACH File Setup > click to screen 6 of the wizard > check 'ACH Edit'. Complete the wizard to save.
Tip: On the screen 2 will be the default file and batch header settings.  You can enter this now, or any time before transmitting to your bank.


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Congratulations, you're done with Setup.

 

Use

1. Import ACH files
Start the Import Wizard using the bottom half of the Import Transactions button and selecting Import ACH file.

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The Wizard will walk you through several screens including the Mapping window.  Do not change any of the mappings.

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2. View all records - then Add/Edit/Delete records as needed

Click Home > Untransmitted Records > to display all of the records

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Once you've displayed the records, you can add, edit or delete:

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Select the record, then click 'Edit Record'

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3. Create the ACH file
Select Home > Go to ACH File Create Page > Click on Create ACH File - you're all done!

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Notes:

--This feature requires the Processor edition of ACH Universal.

--The import and file creation process can be automated with the included Software Integration Kit.
 
--Dates can be updated for multiple records using the 'Change Dates' icon on the Reports toolbar.  To use the current default date, unmap the 'Date' field from Field 1 in the import wizard.

 

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