Combined ACH / Wire Payment email notification

Payment notifications (ACH / Wire) will now be combined into a single email notification under the following conditions:

• The Check Letter selected is “Combine eligible”

• The payments are to the same Payee

• The Date Payable is for the same day

For multiple payments to be combined on the same email, email templates will need to be updated to include a new table comment for displaying details of each of the underlying transactions.  This will solve the current issue where only the first transaction of the combined payment is represented on the email.  The table can support any of the relevant fields for a transaction including but not limited to Account Name, Account Number, Workflow id, Invoice Number, Amount, and Purpose. To insert the table, click on the table icon highlighted below.

After clicking ok to insert the table, you will then be able to enter the column names and the respective variables for each.

Here is a sample of an email template with the new table updated:

And here is what the email will look (This is a sample only):

If you require assistance with updating your Payment Notification email templates or have questions about the combine eligibility of your Check forms, please reach out to your Client Service Representative.