You can add participant information manually, load it from a “Managed Participants” list,
or import participant data from your computer.
You may add participants to a batch by clicking the “Add Entry” button.
Then you have two choices:
- Enter information for ACH participants one at a time on the “ACH
Add Entry” page. Click “Add Entry” to move it to the
ACH Batch Entries list. The information for participant entries created
be saved for future use unless you save the batch as a template before
you submit it. (And entries saved in this way are only accessible from
within the batch
template. They will not be added to the “Managed Participants” list.)
- Click “Managed Participants” on the “ACH Add Entry” page
to select from a list of saved participants. If you have a long
list of participants, you can use the “ACH Participant Search” to
find an individual quickly. Click the “Insert” button to
the right of the row containing the name of the participant needed for
this batch. Enter the amount and addenda as necessary and click “Add Entry.”
How do you add someone to the “Managed Participants” list? Review
Managing ACH Participants and
Adding a New ACH Participant.
Only NACHA-formatted PPD and CTX files can be imported.
Click “Import Entries” and then “Import ACH Batch Entries…”
You can then enter a file path or browse to find the file that you want
to import into UltraBranch Business Edition. Click “Upload” and the entries will display in
the “ACH Batch Entries” list.