Ideas for Acumatica

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Automation Notifications: Add remittance email address as option on Checks and Payments notifications

A common request from our clients that use Acumatica to pay their vendors and employees by ACH is to also have Acumatica send an email notification to the payee. In the Checks and Payments screen, there is a remittance information tab that contains an email address. Currently in 6.10.0269, one cannot choose this email address in the Automation Notifications screen. This has been confirmed by the support team (Case#055457).

  • Melanie
  • Mar 29 2017
  • Shipped
  • Attach files
  • Mike Schmitt commented
    March 29, 2017 18:54

    SWK offers an Acumatica Certified Soultion solution.  Visit http://www.acumatica.com/extensions/electronic-funds-transfer-for-accounts-payable/ for additional information.  Let me know if you have any questions.

  • Kara Dziewior commented
    March 30, 2017 15:46

    If customers are requesting this why is this something we have to vote on? If that is what the people supporting your company want, you should just do it. Customer's request a feature to make work and processes more efficient and having to "vote" on it to see if it is a "good idea" is not my idea of good customer service.

  • Olga Anisimovich (Product Manager Financials Team) commented
    March 30, 2017 17:49

    Dear Kara,

    We are definitely going to add to the product an ability to use remittance information in the notification templates. I've filed an enhancement request for this (the issue ID is AC-84271). 

    Best regards,

    Olga Anisimovich

  • Melanie commented
    March 31, 2017 14:30

    Thank you, Olga. I appreciate the quick response.

  • Michael Milligan commented
    May 08, 2017 12:21

    Another enhancement to EFT that is sorely needed is EFT support for Canada and EU (SEPA).  As a global company, I was very surprised to fine that Acumatica can only EFT in the US!

  • Olga Anisimovich (Product Manager Financials Team) commented
    May 08, 2017 12:33

    Dear Michael,

    could you please submit the request for EFT Support for Canada and Europe as a separate idea? In scope of ACU-I-1178 item, we are going to add the ability to use remittance info in notification templates.

     

    Thank you,

    Olga

  • Gabriel Michaud commented
    June 13, 2017 08:52

    Shipped in Acumatica 6.1 Update 6 (build 6.10.0680).

  • Mike Lupro commented
    June 13, 2017 22:22

    Olga:  Per request I've added this idea with a Canada / Europe flavor.  Beleive it will involve EFT with SWIFT which is quite differnt from ACH.  Kind regards, Mike

    THANK YOU, THANK YOU, THANK YOU Acumatica for releasing this feature in Acumatica 6.1 Update 6 (build 6.10.0680).

  • Michael Coman commented
    June 15, 2017 19:14

    I have been reviewing this build and don’t see that identifying the receiver of the invoice is an option on the screen. How can I view this option on the vendor screens?

  • Olga Anisimovich (Product Manager Financials Team) commented
    June 19, 2017 21:12

    Dear Michael,

    in scope of this change request, we have added the ability to use an email address specified on the Remittance Information tab of the Checks and Payments and Quick Checks forms to configure notifications. Now users are able to select the remittance email addresses on Addresses tab of the Automation Notifications (SM205040) form and notify vendors and employees about payments sent.

    By default, the system fills remittance contact and address in AP payments with the data specified on the Payment Settings tab of Vendors (AP303000) from. Hope this help.

    Regards,

    Olga

  • Renata Kozlowski commented
    June 20, 2017 16:19

    Olga,

    You said that by default, the system fills remittance contacts and email addresses in AP payments with what is specified on the Payment Settings tab, but that is what is not working. What can we do to correct that?

    Thank you,

    Renata

  • Olga Anisimovich (Product Manager Financials Team) commented
    June 20, 2017 19:40

    Renata,

     

    if by some reason, the system does not default the remittance contact or address properly, please contact your Acumatica Support Provider.

     

    Regards,

    Olga

  • Guest commented
    September 08, 2017 17:19

    I have the notification setup and working, which is great!

    My issue is that if multiple invoices are on a single ACH payment, the vendor receives an email for each bill paid.  Is there a way to group that in the notification so only 1 email gets sent?