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Technical Support
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FWIW - I have about 10 clients using PrintBoss’s Positive Pay feature, and about 5 doing it via GridView. Both work fine; PrintBoss is smoother, but it’s not worth purchasing just for this feature. All PrintBoss users pay via ACH. Steve
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Technical Support
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Patricia: I have one Canadian client using PrintBoss Positive Pay. I don't recall for certain but I'm fairly sure that we implemented GridView for one client. Most of my clients have moved to EFT.
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Technical Support
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We do have a client with CIBC that requires a .CSV file and that works. Other banks are asking files with different record types and they are not even the same formats between different banks. I know PrintBoss has a positive pay solution. I just
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Technical Support
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Patricia: If you already have GridView then create a GridView that creates the required import file for the bank is a good solution. Alternatively, you could use PrintBoss's Positive Pay generator. End users will need to engage with their Adagio de
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Technical Support
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We've also seen this with our larger clients. I believe that anyone who we have had to set this up for has had gridview, so we have just created a view that matched the file there. If they don't have gridview, could you create the file using the
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Technical Support
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Hi Patrica, I have one client that already had PrintBoss, so we implemented positive pay through them. Another client had GV, so we setup a file in GV to match what the bank wanted. In both cases we're uploading CSV files to US banks. Not sure ho
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Technical Support
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Several clients have adopted or trying to adopt this CFP process. However, it seems like the banks have different upload file structures for the cheques information; some not possible to do in Adagio. Is anybody dealing with Cheque Fraud Protection
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Technical Support
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The reconciliation cannot be reversed. You may restore a backup or you need to adjust the reconciliation by adding transactions to fix the bank balances.
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Technical Support
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Running BankRec v 9.3A (231106). Was attempting to do a standard reconciliation, and I got tangled and decided to use the "reset" function to start fresh. Attempted to balance for 1 day, "to clear" stated zero, so I posted. How
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