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FAQ's Home - Frequently Asked Questions
ACH Universal Overview
Bank Positive Pay Overview
Bank Reconciliation Overview
ACH Universal
Getting Started - Gathering Your Data
ACH - Setting up a new account
ACH column mapping descriptions
Balanced File Creation
Transferring funds between your accounts
Customer, Employee and Vendor Accounts (Profiles)
FAQ's - Importing
We have non-standard date formats. How do we import this?
Our date field is embedded within text. How do we accommodate this?
All of the amounts in the file are positive. What do I do?
How do I use the 'Sign' field?
How do I use the 'Amount_Reverse_Sign' field?
How do I delete the entire import (I accidentally imported an incorrect file)?
How do I copy and paste from Excel?
What are the International capabilities? Can the system handle Euros and British Pounds?
I can prepare the data in either Excel or text. Which is easier to work with?
How do I know what text format my file is in?
How do I create a new Mapping Template?
How do I set the default import directory?
How do we filter by Account Number?
FAQ's - Records: Adding, Deleting & Unmatching
FAQ's - Transmission to Bank
FAQ's - Reports
FAQ's - Scheduler/Control Panel
FAQ's - Installation
Bank Positive Pay
Bank Reconciliation
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