Auto email notification of EFT

Posted by: Clem

Auto email notification of EFT - 08/16/19 12:47 PM

New user in Canada!

From what I've read we can only automate the email notification of our vendors if we use the TelPay format for creating EFT upload files.

Is that correct?

If not correct, which field do I use to upload the correct email addy for the notification to my vendor file?
Posted by: Douglas Dickie

Re: Auto email notification of EFT - 08/16/19 12:54 PM

Clem:

With the Adagio Payables EFT add-on you can email payment advices when processing EFT payments in Adagio (without Telpay).

You will need to work with your Adagio dealer to get this implemented or contact me off-line if you need further assistance.
Posted by: Clem

Re: Auto email notification of EFT - 08/16/19 01:00 PM

Thanks! Appreciate the confirmation.

Will work it out with the dealer.
Posted by: Softrak Support

Re: Auto email notification of EFT - 08/16/19 01:06 PM

Hi clem,

You can also email Additional Forms after printing checks from either a System Check Run or a Manual Check batch, without requiring the Adagio EFT add-on from being installed, as long as emailing is enabled in Adagio Payables, and Additional Form printing is enabled on the Bank. The email address comes from the Vendor tab and the Contact area.

Here is a link to a short video about AP System Check Processing, where the email advice to vendors is briefly shown at the 3:41 mark.

Indeed, work with your Adagio dealer to find out what route is best for you.