Accounts Payable - EFT Remittances - Vendor Emails

Margaret Paczynski
Margaret Paczynski
Sixth Anniversary Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Hi there,

Is anyone using the EFT Remittances Email for A/P?

How did you get all of your vendor emails into the system? I have been told by support that each email has to be added individually.

We currently have all of our vendor EFT emails saved in the main vendor profile, not in the banking record.

Thanks!

Margaret

Comments

  • Nikki Baldwin
    Nikki Baldwin Blackbaud Employee
    Tenth Anniversary Kudos 4 Name Dropper Participant
    fbed66488451e7316d6cb752b12f9ddd-huge-ve

    @Margaret Paczynski, you can enter the accounting/routing number on the vendor records individually, but you can also use the Import function, choosing to ‘update’ instead of ‘import’ to update existing records. Your csv file could be simply 3 columns with the Vendor ID, account number and routing number. You'd find the fields to map them to when expanding ‘Vendor Bank Information’ to see the ‘Account Number’ and ‘Routing Code’.

    You could also sign up for Payment Assistant (Interest form) and have all your EFTs, virtual card payments, and checks be taken care of for you without having to worry about vendor bank info! Fill out the linked interest form to find out more!

  • Margaret Paczynski
    Margaret Paczynski
    Sixth Anniversary Name Dropper Facilitator 1

    @Nikki Baldwin Hi Nikki, thanks for this. I am actually interested if there is a way to import the vendor email addresses into the EFT bank record. Is this possible?

  • Nikki Baldwin
    Nikki Baldwin Blackbaud Employee
    Tenth Anniversary Kudos 4 Name Dropper Participant

    @Margaret Paczynski apologies for my confusion! Support is correct saying they currently have to be added individually. However, we do have some work planned around this area for improvements to customize the forms and make the email remittance process easier overall. There are a few items related to this already submitted in our IdeaBank – vote for any that you'd like to see prioritized!
    Again, feel free to check out Payment Assistant, and we can handle all of these details for you!

  • Shirley Wagar
    Shirley Wagar
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Margaret Paczynski

    Hi Margaret,

    We did exactly the same thing; all of our EFT email addresses were saved on the vendor profile and not the banking record. And sadly, there is no option to import these email addresses. I became very adept at copy/paste, having to add almost 300 email addresses to the new field.

    If import functionality is not already a feature request in the ideas bank, it definitely should be!

  • Margaret Paczynski
    Margaret Paczynski
    Sixth Anniversary Name Dropper Facilitator 1

    @Shirley Wagar Hi Shirley,

    Wow! I can't believe you had to copy and paste every single vendor email!

    After we looked into the EFT remittances emails a bit more, we decided to hold off on using them (in their current state). In particular we didn't like that the email was coming from a no reply email/ Blackbaud and that there was no way for us to go back to the emails sent if a vendor came back to us asking us to resend. For us it was one of those things that we are willing to wait to see some improvements.

  • Michelle Nielsen
    Michelle Nielsen
    Eighth Anniversary Kudos 2 Name Dropper Participant

    @Margaret Paczynski we use them, BUT they aren't working and haven't for awhile.

    we have to process EFT payments from the database and then manually send out the emails. they worked great until about 9 months ago. now our vendors expect to receive the emails . hope this gets corrected before the full transition is complete.

  • Nicole Coffie
    Nicole Coffie
    Facilitator 1

    Did anyone found an improvement for this? I don't want to have to cut and paste over 300 email address.

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