SRA ACH Upload (Alpha)

About

A productivity tool designed to automatically fill ACH transaction information for your ACH customers on the Five Points Bank portal. Simply select a .csv file containing the Identification / Account Numbers, Account Names, and Amounts (please see image #2) for your ACH customers, and click the "Enter $ from .CSV" button to populate the ACH table automatically from the .CSV file.

*Important!*: this tool is designed specifically for interfacing with Simple Route Accounting. While integrations with other software tools are certainly possible, we provide no guarantees about the compatibility thereof. Please use responsibly!

Usage with Simple Route Accounting (SRA):
This .csv file can be automatically generated in the Simple Route Accounting application by going to the Email Statements screen and clicking the "Download Statement CSV" button. Once the file is downloaded, you may select it with the chrome extension and export the outstanding customer balances to your ACH transaction list as described earlier.

As this is the Alpha release, please report any bugs or usability concerns to [email protected]. I will do my best to respond and improve the software as needed.