Importing a report to my.eChecks.com as a CSV file makes easy work of sending many checks, and allows you to have the remittance data attached.
What softwares do you support?
Most accounting software allows you to pull reports of transaction history. If you can pull a report from your accounting software that includes the payee name, check amount, check number, and email address then your software works to import checks to my.eChecks.com. Additionally, you may want to send any remittance data such as invoice numbers, discounts, service descriptions, etc.
How do I get the data from my software?
While every program is unique, a staple of most accounting programs is the reporting function. This allows bookkeepers and accountants to generate a standard or custom report of transactional data within a certain timeframe.
You'll want to look for a report that will give you a list of checks you have written along with the pertinent details mentioned above. Once you've found or create an appropriate report, your next step is to save it as a CSV file by either exporting it directly or opening it as a spreadsheet first. You'll want to make sure that by the time you're finished that your CSV file is formatted properly, and once you've done so you're ready to import to DPX.
For more detailed assistance with your specific software, contact our friendly support agents via phone at 877-333-6964, chat, or email.