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Guides related to importing distributions into IMS or running NACHA distributions

  • Getting Started with NACHA
     Key Questions to Ask your Bank when Implementing NACHA Files 1. Do you require a balanced or unbalanced file? *A balanced ACH file contains both credits and debits - the totals of which offset one another. IMS defaults to unbalanced but can expo...
  • 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 also allows ...
  • NACHA Setup
    Steps for setting up your NACHA file: The internal entities that are sending the distributions can be found by following these steps: 1. Click Entities on the top navigation panel. 2. Select the arrow next to the desired entity and click Edit. 3. ...
  • NACHA Troubleshooting
    NACHA Troubleshooting Review How to Set Up NACHA Troubleshooting FAQ See the detailed notes below. Also view the NACHA formatting instructions here. Review How to Set Up NACHA to ensure that all necessary fields have been completed correctly. I...
  • Running Distributions with Waterfall
    See the below guide on how to run a distribution batch. Step 1: Under the Projects menu – choose Project List then navigate to your desired project and entity. Click on the Distributions tab. Step 2: Click Add Distribution Batch. Step 3: Complete...
  • 🎬 Exporting NACHA
    Overview 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...
  • 🎬 Running Distributions with Waterfall