If you want your Vendor or Customer to receive an email with information similar to this below you will need to follow these steps to have the outcome.
You must have the Corporate Level of ACH Universal
You must turn on Consolidation. To do that you need to select the ACH Setup icon on the main page and go to screen 7 of 7. Then select the Advance tab then select the General tab and then you will want to turn on Consolidation, see below:
Then you will want to setup your email by selecting off the main menu Email then Email Setup and then go to screen 5 of 6 then select the ALL OTHERS USERS tab and then select the COLUMN HEADERS/DISPLAY tab. Name your column headers that will go in the body of the email. There is one thing to remember that the items inside the RED box must match the column mapping in the import wizard, so choose wisely.
Then it is time to setup your mappings properly. Select the file you want to import, then select the proper mapping. See the screen shot that matches our example.
Once you finish your import process the client will be happy to see the information you provided. Should you have questions concerning this topic contact us by sending in a ticket by clicking here.