Prerequisites:
You must have AuctionEdge installed in ACH Pro (Install AuctionEdge)
You must have an Ultimate + API plan in ACH Pro
Instructions
1. On the Recipients page in ACH Pro, click the recipient to which you would like to add an addendum format.
2. Scroll to the bottom of the recipient details page and click Edit next to the addendum format field.
3. Enter the addendum format requested by your recipient. You can use the variables listed at the bottom of the window to dynamically generate values when you create the NACHA file using an AuctionEdge import file. The Example field will provide an example of how the dynamic addendum will look in a NACHA file.
Several common addendum formats are provided at the end of this tutorial.
Click Done when you're finished making changes.
4. Scroll back to the top of the recipient details page and click Save to save your changes. You've successfully added a custom addendum format to your recipient.
Success!