NACHA Setup and Troubleshooting - PDF
NACHA Setup and Troubleshooting (Updated 09/04/2018) Steps for setting up your NACHA file: The in...
Running Distributions with Waterfall - Video
Import Data - Distribution Bulk Upload - PDF
Import Data – Distribution Bulk Upload (Updated 12/17/2018) IMS provides the capability to upload...
Waterfall Training - Video
To see information about accrued preferred return values, see (02:55)
Waterfalls 202 – Template Explanation and Rules Calculations - PDF
Waterfalls 202 – Template Explanation and Rules Calculations (Updated 05/10/2018) The IMS Waterfa...
Waterfalls 201 - Project Level Waterfalls - PDF
Waterfalls 201 – Project Level Waterfalls (Updated 09/27/2018) Before building a Project Level Wa...
Waterfalls 102 - Adding Rules - PDF
Waterfalls 102 – Adding Rules (Updated 09/27/2018) You will now be prompted to add your first rul...
Waterfalls 101 - Getting Started - PDF
Waterfalls 101 – Getting Started (Updated 09/27/2018) The IMS Waterfall module provides a rule-b...
Exporting NACHA - Video Tutorial
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Running Distributions with Waterfall - PDF
Running Distributions with Waterfall (Updated 09/28/2018) See the below guide on how to run a dis...