PosPay Issues in FE NXT After Migrating from Financial Edge

Lisa Kirk

We use the Omatic Software plug-in to create Positive Pay files to send to our bank for AP paper checks we process, and it worked well for us in the Financial Edge database for many years. However, after migrating to FE NXT, the web version of PosPay is not working; it worked in our test environment before going live in FE NXT. We are in week 3 since going live and are still unable to process checks as Omatic and Blackbaud Support Teams cannot figure out why it is not working. Has anyone else experienced this issue? If so, how was it resolved? We may need to look at another way of creating the Positive Pay files for our bank if not resolved soon and any input others have on how they create the Positive Pay files in FE NXT without PosPay is appreciated. Thank you!

Deb Foos

To create our Positive Pay files, we export a check register to Excel, and then just format the excel file into the required bank format for upload. Hope this helps.

Sharelle Buyer

We export the bank register with the needed fields and upload in the format our bank gave to us when we converted to FE NXT. It works well. Save the file as a CSV and upload. I'm sure your bank can help with this problem/issue as well.

Ferdie Alayon

Have you tried exporting Query results?

Guided by a template provided by our bank, we created a Payment query with the required fields including three placeholders for routing #, account #, and transaction type (new check issue). Then, we use Format Painter to ensure everything's exactly as they should be.

Christine Yuhas

@Lisa Kirk I was just referred to Omatic Software to assist in creating our Positive Pay file by Blackbaud. What issues are you having? I finally got a manually created file uploaded to our bank but it took all day playing around with it. We can't go through this every week…..When I was told of this possible solution I jumped on to find out more about it, now am wondering if it is going to work.

Lisa Kirk

@Chris Yuhas Our PosPay is working now, however, we still have to format the date column manually on the file before we send it to the bank. It took Omatic and Blackbaud a long time to figure out why it was not working once we went live in FE NXT, and I cannot recall all the emails, phone calls, etc. I'm sorry you are having challenges, but if you decide to work with Omatic PosPay, be prepared for many emails, phone calls, screen share sessions, etc. with both Omatic and Blackbaud. In my experience, the two support teams from Omatic and Blackbaud do not communicate with one another, and as a customer of both, you are caught in the middle. It was a very frustrating experience for me. I wish you the best and take care!

Steve Brewer

Hi @Lisa Kirk - I am a product manager at Omatic and I can see your case. It looks like we have seen the date formatted the way you want. If you are still having to format your date before uploading to your bank can you please let me know so that we can correct this. Feel free to message me directly if you are continuing to see the issue.

Steve Brewer

Hi @Chris Yuhas - I am a product manager here at Omatic. The goal of PosPay is to generate a file that you can import directly to your bank with no manipulation. If you need to format your file before importing please contact our support at support@omaticsoftware.com with the requirements for your bank feed and we can make sure we have a format available for you to use so that you get the file you need.