Creating a Batch

  1. On the ACH Batches page, select New Batch.

    The Create New Batch page appears.

  2. Enter the Batch Name and Description.

  3. Select an Account and Company Name.

  4. Enter the Disc Data if applicable.

  5. Select the Prenote and/or Active check boxes.

  6. Select an Entry Class and whether you want the batch to take place Before or After a holiday.

  7. Select a Batch Submission Schedule option if applicable:

    • Submit non-recurring batch and save data.
    • Submit non-recurring batch and delete data.
    • Schedule recurring batch to repeat every ____. - Enter a number, and then select Day(s), Week(s), Month(s), or Year(s).

  8. Enter or select a Beginning Effective Date and Ending Date.

  9. Select Save.

Related tasks
Adding a Payroll Transaction
Uploading a Batch
Editing a Batch
Deleting a Batch
Adding a Payment Transaction
Adding a Receipt Transaction
Editing Transactions
Deleting a Transaction
Related Information
Field Definitions: ACH Batches