Import Data - Distribution Bulk Upload
IMS provides the capability to upload distribution data in bulk batches from an Excel template. This tool provides an easy method for clients not utilizing waterfall rules to upload data quickly in a self-service fashion. This feature will also al...
NACHA Setup and Troubleshooting
Steps for setting up your NACHA file:
The internal entities that are sending the distributions can be found by following the following steps:
1. Click Entities on the left-hand navigation.
2. Select the gray box next to the desired entity and clic...
Running Distributions with Waterfall
See the below guide on how to run a distribution batch.
Step 1: Within the Equity tab – Project Summary, navigate to your desired project and class/entity. Click on the Distributions tab.
Step 2: Click Add Distribution Batch.
Step 3: Complete th...
🎬 Exporting NACHA
This video will go over how to export a NACHA file for your bank.
Step by Step
First, you should click on Projects in the top menu then choose Project List. Next search for the Project you want to work with. Navigate to the Entity that i...