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ACH Payments: Transaction Management

    

ezACH software makes it easy to generate the NACHA ACH (Automated Clearing House) file for electronic funds transfers. Here is instruction on how to add, edit and delete transaction.


<< Previous Step: Client management      Next Step: Create ACH file >>

1. Add a Transaction

- Once you start ezACH software, you can click the "Add a transaction" button to add a new transaction quickly.

- You can also click the top menu "ACH Transaction" to view transaction management screen to add a transaction.

- You can import transaction by clicking import button to import transactions from ezPaycheck payroll software, ezCheckPrinting software and external .csv file.

add a transaction menu

add a new transaction

2. Duplicate transactions for recurring payments/charges

  • Click the button "Duplicate Transactions from History" on left panel to view previous transactions
  • You can edit the date range to view more transactions.
  • Select transactions and click the RETURN button to duplicate these transactions

  • duplicate transactions

    3. Transaction Management

    You can click the top menu "ACH Transaction" to view transaction management screen. You can View, Add, Edit and Delete transactions here.

    tranaction management
    Click to view bigger image

    4. Related Features

  • How to import transactions from .csv file

  • How to import transactions from ezPaycheck payroll software

  • How to handle recurring transactions


  • << Previous Step: Client management      Next Step: Create ACH file >>


    direct deposit software
    ezACH generates NACHA ACH files for easy upload to your bank, enabling seamless electronic fund transfers. If you haven't installed this ACH generator yet, you can download a free, no-obligation 14-day trial - no credit card required.

    ezACH software is compatible with Windows 11, 10, 8.1, 8, 7, Vista, 2012, 2003 and other Windows PC.