EFT and Me: Getting the Most out of EFTs Follow Up Conversation

Nate Hug

Hello!

This is a follow up conversation to the webinar EFT and Me: Getting the Most out of EFTs. Please use this thread to talk about your experiences using EFTs and as a place to connect with fellow FE NXT users. I'm looking forward to reading the responses!

 

Celeste Sollod

I did not know there was a seminar "EFT and Me;" I'm sorry I missed it. Will there be another one?


Meanwhile, when I press Generate EFT File, I get an error "Check Format" is required. Where would I input check format? The invoice is set up to be paid via EFT, and the vendor has EFT account information input. What should I do?


Thanks. 


Celeste

Jennifer Johnson

I missed the webinar as well and apologize if this was addressed in the training. It is our understanding that a remittance will be sent to those vendors with an email address. However, we cannot find where to enter the return address in setup. We did seek help through chat, however, the solution was to create a user for accounts payable and invite them to FE NXT. I would rather not create a user that would give multiple people access to FE through one user account. Please advise as to where the return email address for EFT remittance should be setup. Thank you for your help. 


I also tried to look for documentation for the EFT module and could not find any. Will you please provide a link to it?

Patricia Vermeire

Don't you just love it when a BB rep posts a question and never comes back to read the replies?

I, too, would like to watch a replay of this webinar. Guess I'll have to find it myself.

Nate Hug

Good morning all! 


I've been reaching out to folks privately who have requested the link to the webinar, if I haven't messaged you yet, be on the lookout for a private message via the Blackbaud Community. Technically there is no recording of the webinar, with that said, if someone registered for the webinar, they were emailed a link containing a recording of it, so technically a recording exists! The reason I've been reaching out privately is because I have found a way to share the video, but it does involve me providing some individual credentials. So again, if you haven't received a private message from me, be on the lookout for it soon!


Thanks so much!

-Nate Hug


 

Hallie Hurwitz

Hi Jennifer, 


The remittance emails are currently sent from noreply@blackbaud.com. It's not possible to change this return email address at this time. However, I've added the suggestion to the Idea Bank (https://blackbaud.aha.io/ideas/FENXT-I-1101) and we will definitely look into the possibility of allowing you to set this address yourself. Feel free to vote for it.


Also, here are a few EFT help topic links:
https://webfiles.blackbaud.com/files/support/helpfiles/fe/content/fe-generateeft.html?Highlight=EFT
https://webfiles.blackbaud.com/files/support/helpfiles/fe/content/fe-eft-bank-account.html?Highlight=EFT


If you have any other questions, don't hesitate to reach out!


Thanks,

Hallie

 

Hallie Hurwitz

Hi Celeste,


I believe you need to specify the check format in database view. Try following these steps:

1. Navigate to Database view.
2. Under Accounts Payable, select Banks.
3. Select the approach bank account and then select Edit account details under the General tasks section.
4. In the Payments tab, select the Electronic Funds Transfer Transaction type (System - Accounts Payable).

At the bottom of that modal, you'll see Accounts Payable Electronic Funds Transfer options. You'll want to make sure you have an option selected for the Default from field.


I've attached a screenshot for your reference.


If this doesn't work, you can contact support directly and they should be able to help out.


Thanks,

Hallie

Celeste Sollod

Hallie--


Thank you so much for this very detailed and helpful post! It worked!


Celeste

Bill Sanders

I participated in the webinar and then watched it again.  Saved the hyperlinks.  Now trying to prepare pre-note file.  I have a file produced but can't open it.  It is not CSV or any known file.  Is this correct? What kind of file format should the pre-note file be?

Adell Neal

We saved the file as .txt. But we had to get help from customer service to find out what to do. Hope this helps.