ACH Letter Batch similar to Grant Letter Batch
We allow grantees to receive payments via ACH (especially those who are fund beneficiaries who receive grant distributions each year). We may process up to 100 of these at 1 time, so it would be very helpful to be able to pull a batch of ACH Grant letters (which are emailed to grantees) as we do with grant letters that are paid by check.
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Serena Marrero commented
This is critical to our efficiency
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Caili Brading commented
We send all of our designated/agency grants annual ACH (we have 240 of these accounts). I have to do a manual mail merge letter with these ACH payments. I also like to send the letters ahead of time (a month before) before the ACH hits their account. Can the batch job be linked to certain accounts to run BEFORE posting the electronic checks? I think that would be even more beneficial.
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Brent Winkelman commented
Additionally, when paying vendors via ACH, a pay stub that can be emailed so they know how much is coming and what invoices were paid. Corresponding with Chat, was told I could do a custom report and then a mail merge. Not what I was hoping Foundant could provide.
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Heather Calvert commented
Update: we have stopped issuing grant payments via ACH since we cannot receive a batch of grant letters. If you have a workaround that you are using at your foundation, please reach out to me! Thanks, Heather