Sage 100

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  • 1.  ACH Vendor Payments - Bank Information Collection

    Posted 10-10-2019 07:50
    Do any end users have a formal procedure for collecting and entering vendor bank routing and account numbers for ACH setup?  I am reluctant to recommend having the vendor email bank information.  What the methods can be used to collect vendor bank information without it being unreasonably operationally inefficient?  Ideally, it would be great if there was a vendor portal, similar to the Paya portal where a vendor could log on, enter the bank information and Sage 100 would use it for processing ACH payments.

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    Doug Higgs
    Assistant Technical Support / Building Maintenance Specialist
    Midwest Commerce Solutions, Inc
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  • 2.  RE: ACH Vendor Payments - Bank Information Collection

    Posted 10-10-2019 08:25
    To collect the information clients usually create a form (PDF) that vendors fill out with banking information.that can be emailed, faxed, or mailed back. Keep this in mind, every time you send out a check, you just sent out your banking information. Do you really know who's got access to your bank information?

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    Myron Stevenson
    Consultant
    Clearis Consulting, Inc
    Duluth, MN
    218-525-6720
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  • 3.  RE: ACH Vendor Payments - Bank Information Collection

    Posted 10-10-2019 08:51
    It's a good point @Myron Stevenson that mailing a check includes the banking information.  On one hand the physical custody is compromised, on the other hand, mailing checks to different addresses randomizes the process... only one check is mailed at a time.  My customer's concern is the liability they have of maintaining a database of vendors that include the banking information.  If the database is compromised all of the vendor banking information could be used for fraudulent purposes... similar to companies we learn of in the news that have data breaches and customer credit card information is stolen. 

    I like the idea of an encrypted pdf or other document that can be sent to the client... maybe a password protected pdf that is then compressed, encrypted and password protected using pgp or some other method.


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    Doug Higgs
    Assistant Technical Support / Building Maintenance Specialist
    Midwest Commerce Solutions, Inc
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  • 4.  RE: ACH Vendor Payments - Bank Information Collection

    Posted 10-11-2019 10:04
    Is this concern about an initial collection of data, or keeping them for later use? 
    For the latter, doesn't using PCI-compliant solutions like APS solve the security problem?
    For the former, have them send a jpg of the info; these are hard to pull ascii info out of.

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    Jerry Norman
    President, 90 Minds
    Smartbridge Partners
    512.419.1444 x112
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  • 5.  RE: ACH Vendor Payments - Bank Information Collection

    Posted 10-11-2019 12:17
    @Jerry Norman  This issue is about the initial and ongoing data collection and also the liability associated with the physical custody of the all vendor bank routing and account numbers for accounts payable ACH payments.  Sage 100 does not store vendor bank information in the Sage vault like they do credit card information, so this data is not encrypted and more vulnerable to theft.​  They have asked me for recommendation to improve the security associated with both the collection and the custody of the account information.

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    Doug Higgs
    Assistant Technical Support / Building Maintenance Specialist
    Midwest Commerce Solutions, Inc
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  • 6.  RE: ACH Vendor Payments - Bank Information Collection

    Posted 10-11-2019 13:31
    Didn't Sage start encrypting bank account information in v2019 (like they do for PII in PR)?  I believe I saw evidence of this for Bank Code data, but did not check the vendor fields.

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 7.  RE: ACH Vendor Payments - Bank Information Collection

    Posted 10-11-2019 13:32
    Storing ACH data in a vault is quite possible. For example, APS and Sage 100 v2018 does this. Just like CC. Also, some processors, like APS, can arrange next-day payment for ACH -- which otherwise takes up to 10 days.

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    Jerry Norman
    President, 90 Minds
    Smartbridge Partners
    512.419.1444 x112
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  • 8.  RE: ACH Vendor Payments - Bank Information Collection

    Posted 10-11-2019 14:18
    However...NACHA file formats, which is what the AP module generates, are not encrypted.  APS (and others) use a different method than using a NACHA file that is uploaded to a bank's portal by the Sage user.  Sage may encrypt the vendor's ACH data in Sage tables in 2018 and above (they should be anyway), but AP ACH as it is currently designed does not use any vaults.  The NACHA file upload used typically doesn't have any fees when the bank's portal is used, which may be why this is still being used.

    This will change I'm sure because of vaulting and the greater integration of ACH into payment processing. 


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    Bob Sosbee
    Senior Developer
    Accounting Systems, Inc. (ASI)
    Covina CA
    803-252-6154 x245
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