UPCOMING: Canada Bank Export - Emailing or Printing Remittance Advice
To email Suppliers or Print a notification for an ACH Payment exported from RIMSS using the ACH Bank Transfer interface, navigate to:
Banking > ACH Bank Transfer
On the ACH Bank Transfer List, set the date range to include the payments you wish to include in the email batch. Uncheck the "UnExported Only" option to include the exported payments. Click "Fetch" to pull the list of payments.
Once your list of payments is populated, you can further filter the payments using the post-fetch filters. Select the payments that you will include in the print or email batch by checking the box in the Email/Print column. If you will be printing or emailing notices for all payments in the grid, you can check the "Email/Print All" option in the header area. This will select all visible payments in the list.
An email will be sent or a Remittance Advice printed for any line items that meet the following requirements:
- The payment is visible in the grid
- The selection box in the Email/Print column is checked
The emails will be sent through the Outlook on the computer where initiated. For the emails to send, the Classic Outlook program must be installed and configured with a valid email account and set as the default email program on the computer. Print Remittance Advice will initiate a RIMSS Print pop-up and allow you to select the printer.
To email, once all selections are made and Outlook has been opened on the computer, click on "Send Email" at the top of the tab. To Print Remittance Advice, simply click on the available option.
A New Send Email popup will open and you can select the Remittance Advice Template if created.
You will receive a confirmation pop-up prior to the emails being sent. Click "Yes" to send the emails.
You will see a confirmation pop-up once the emails have been sent. You can now confirm the emails in the Sent folder of your Outlook program.
Below is an example of an email sent and the attachment included.
The subject line is hard-coded for this email process and will include the Payment Date and the Amount for each payment.
Remittance Advice for printing will also create a pop-up and allow you to print.
