JobBOSS ACH Vendor Payment Utility
The safe and convenient way to pay your Vendor invoices
Basic Overview of the JobBOSS ACH Utility
This video shows a high level overview of the basic functions of the Jobboss ACH. About 9 minutes long.
Infotrakker Software is the creator of the popular ACH Vendor Payment utility. This utility allows the JobBOSS user to pay invoices electronically through their bank’s ACH web portal.
Check theft is a real problem, and it’s on the rise. Fraudsters will steal your vendor payment checks, alter them through elaborate “check washing” methods, and then cash them, leaving you with unpaid vendor invoices and a mountain of legal issues to deal with.
That’s where the JobBOSS ACH Vendor Payment utility comes into play. It works in conjunction with your JobBOSS data to create an electronic payment document you send to you bank through secure means. Your bank then processes those payments electronically – meaning you never have to print and mail those checks again!
The ACH utility also creates and sends Vendor Remittance emails which lists the invoices paid. Your vendors know what you’ve paid, they get their money faster, and your funds are safe and secure.
Contact your JobBOSS rep or us here at Infotrakker to learn more about the JobBOSS ACH Vendor Payment Utility.
The JobBOSS ACH Vendor Payment Utility works with both US and Canadian based banks, producing standard NACHA or CPA EFT files.
JobBOSS ACH Vendor Payment Features
- Create vendor payments for ACH Vendors directly in the utility. Payments created in the utility will show up in the Check Register but will not be placed in the Print Check listing in Jobboss, resulting in a paperless process for those payments.
- Send emails to Vendors when an ACH payment document is created. The ACH Utility includes a full featured email editor, allowing you to customize your vendor email as needed. Use this to include your company logo and contact information, alert your vendors to specials, inform them of upcoming events, etc.
- One step Payment-to-Email feature.
- Create Remittance Reports showing exactly what was paid to each vendor.
- Create Payment Reports showing exactly which invoices are being paid. These reports can be used for management authorization, verification of payment data, or other similar uses.
- New printing interface allowing greater control over reporting handling.
- Create Batches of Vendor Payments. You can perform various actions on Payment Batches – for example, create a batch for authorization, and the reload that batch as needed for further processing.
- Create Batches of ACH Payments. You can perform various action on ACH Batches – for example, defer sending vendor emails until you receive an acceptance notification from your bank.
- Modern ACH Batch Approval process.
- Work with multiple Banks. You can add information for all Banks currently setup in Jobboss, and switch between banks for creating Vendor Payments and ACH Documents.
- Set different output formats for each bank.
- Add multiple logins to the ACH System independent of Jobboss permissions. Each login has a distinct set of permissions.
- New grid controls significantly enhance the user experience. These grids include the ability to group by any column, auto-filter on any combination of columns, auto-search on any combination of columns, enhanced in-place filtering, and many other features.
- Export of data in all grids to Excel, Word, PDF, or Text formats. These exports can be used for many things like reviews, audits, bank reports, etc.
- New Modern look-and-feel, including the ability to use different Themes.
- Up to 1 hour training time to familiarize your employees with usage and features.
Check out the videos below for some of the basic functionality of the JobBOSS ACH Utility
Working With Batches
A video showing how you can work with Batches in the ACH utility. About 4 minutes long
Creating ACH Payments and ACH Documents
This video shows how the ACH system creates Vendor Payments and the ACH Document you’ll send to your bank. About 7 minutes long.