General Consultant Discussion

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  • 1.  I have a client that would like an ACH file create

    Posted 11-14-2013 07:26
    I have a client that would like an ACH file created off cash receipts received from customers that make monthly payments for rent. We have added Account Number and Routing numbers to the customer master so that we can link it to the receipt history and send the information to the bank. Just wanted to see if anyone has already done something like this in Crystal before I create the entire thing.


  • 2.  RE: I have a client that would like an ACH file create

    Posted 11-14-2013 07:29
    How is this going to work? Wouldn't the people doing the transfer have to initiate? Or is this some type of transfer from one account to another?


  • 3.  RE: I have a client that would like an ACH file create

    Posted 11-14-2013 07:32
    Yes they will run the report on a month basis selecting the Bank Account that the deposits hit so that the report knows what account the funds went into. Then show the amounts and banking information of the customer. Currently they are going on the bank website an hand keying in over 175 entries and getting key errors


  • 4.  RE: I have a client that would like an ACH file create

    Posted 11-14-2013 08:42
    Doesn't Martin & Associates have an enhancement that handles that?


  • 5.  RE: I have a client that would like an ACH file create

    Posted 11-14-2013 08:43
    They do. It's ACH Complete: http://www.martinandassoc.com/enhancements/mas-90-200/ach-complete


  • 6.  RE: I have a client that would like an ACH file create

    Posted 11-14-2013 09:39
    We have a client using ACH complete and is very happy with it.


  • 7.  RE: I have a client that would like an ACH file create

    Posted 11-14-2013 09:40
    Robert thanks for the link and John thanks for the feed back


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