Import Receivers to Template

Select Imported Transaction Amount Type: Step 2

Select an option for imported transaction amounts, then click Save & Continue.

* = required field

Template Name Payroll (Salaried)	ACH Company ID / Settlement Account 2345678901 / 234567890123	Company Entry Description Payroll	Company Name Sample Company A	SEC Code PPD

Discretionary Data	Default Transaction Type Credit	U.S. Bank Accts Only No	Hold Zero Amount Transactions Yes	Allow Receiver Email Notifications Yes
Reset Amounts to Zero After Initiation Yes	Recurring Batch Yes	Template Access Unrestricted

Imported Transaction Amounts
Save imported transaction amounts as: *
Default amounts
One-time amounts

Update Template Transactions Using Receiver IDs
Update transactions by matching Receiver IDs. Where Receiver IDs are not available, match on Receiver Name.

SinglePoint Demo
Import Receivers to Template Step 2 (Update a Template) lets you review your template details, define the amount handling and change the transaction matching criteria.

Save & Continue.

View demo hint