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ACH Manager 3.0 - Adding A New Originator
2/9/2010, 2:00 PM
The setup of your ACH Originators is one of the most important processes in ACH Manager 3.0. This setup controls how Originator files are processed, how risk is monitored, how offsets are created, and how fees are charged. This session covers the issues critical to getting an Originator up and running. This session will review and explain:
- How to use or adjust the default values within ACH Manager 3.0
- The steps to create and configure Originators
- The steps to create and assign Originator Profiles to an Originator
- How to copy Originator Profiles
- Originator load options and the resulting actions during the load process
- Account configuration settings for fees, offsets, and chargebacks to an Originator profile
- The Income Offset Fee to the financial institution’s account
- The multiple configurations for risk tracking
- Originator schedule creation and configuration
New or experienced ACH Manager 3.0 users will find this session helpful, and can utilize a Procedures Checklist to help streamline the process for setting up Originators.
Duration: 1.5 hr.
Price: $150
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