ACH Services Guide

Save ACH Payments as Templates on their Review & Submit step

1. Save the ACH Template
2. Name the Template
3. Lock fields (optional)

• Access your ACH Templates from the ACH Activity Screen
• Set up a New ACH Payment using Templates by clicking on the Template name and then selecting “New ACH Payment from Template."

From the user's Templates screen, Users can set up a New ACH Payment using Templates in two separate ways.

• The user can click on the three dots located on the right-hand side of the screen > Create ACH from Template.
• The user can click on the hyperlinked Template Name > New ACH Payment from Template.

• You can either select the hyperlinked batch name OR approve multiple batches by selecting the check box on the left hand side of the payments.
• Depending on your privileges, you will be given the option to Notify Approver(s), Approve, or Reject the payment. After selecting the appropriate option, you’ll be asked to confirm the request.