Out-of-the-box, built-in matching rules - are available for your use immediately upon starting Bank Rec.
These standard rules accommodate the vast majority of our users - and will typically account for the majority of your matches.
Our goal is to get you the highest matching percentage you can get with our standard rules.
Of course, you can always tweak/add custom rules to further increase your matching percentages.
Get productive immediately using our one-to-one matching rules.
Simply select the rules you want to run, and our Automated Transaction Matching does the rest.
Many clients simply use our one-to-one matching rules (no need for any other rules):
Perform many-to-many and one-to-many matches based on common record attributes such as:
Once you've imported your Excel file(s), you can review the summary totals and/or the detailed transactions will be included in the ACH file.
Upon a succesful review, you can create the ACH File.
Treasury Software is a NACHA Preferred Partner.
ACH software is updated regularly to insure compliance with all regulations and is 100% compatible with your bank.
Automatically email the full check stub remittance information to your vendors and customers.
Works with Microsoft Outlook, Gmail, or any email server.
ACH Universal's email feature requires either Corporate or Advanced edition.
Free 30-day phone support is always included - whether you license or are simply trying our software. Our Richmond, Virginia based support team is here to help.
Our team can provide full phone support, Zoom or ticket support to get you up and running.
Call (866) 226-5732 or schedule a call.
Security in ACH Universal includes:
ACH Universal is unique in that it is not a service that charges a transaction fee, but it is ACH software installed at your location—enabling you to create an unlimited number of ACH files.
The ACH file is created at your location and is uploaded directly to your bank.
The software is always located locally on your network, regardless of your licensing selection.
ACH Universal also supports the Canadian EFT 005, 1464 and 80 byte formats.
Customer Billing Portal
(866) 226-5732
