Fisherman ACH List View
- Tatum Garino (Unlicensed)
- Emma Greenwood
- Tom Williams
The Fisherman ACH Page is used to configure Fisherman and Fisherman Loan Account Addresses to accept ACH Payments. ACH Payments can only be processed for account Address ID's that have been setup for ACH. The purpose of this page is to add, edit, and remove address id's for ACH.
Software Version: 2024.09.27 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Column Filter Show/Hide |  Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column. |
| Delete |  Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Excel |  Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Group By Show/Hide |  Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. |
| Help |  Opens the online WIKI help page for the current page. |
| New |  Inserts blank lines that allow adding multiple new records. |
| Process Prenote | Generates a .txt file with the bank account information for any selected Fishermen. The 'SEC Code' must be set to a Prenote type in order to process a prenote for an account. A 'Default Fisherman Checkbook ID' must be specified on the Preferences page in order to process a prenote, else the message "A default checkbook must be set in order to create a Prenote. Please navigate to Fisherman Accounting → Preferences → Settlement Defaults." will be displayed. Clicking the button will also populate the 'Prenote Sent’ field with the current date and time for the selected eligible Fishermen. Users will need to manually switch the Fisherman out of "Checking - Prenote" or "Savings - Prenote" after the Prenote file has been successfully processed by the bank.
For additional information on how prenotifications work, please click here. |
| Quick Filter |  Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text. |
| Save |  Saves all changes made on the page. |
| Saved Column Layouts |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Fields | Description |
| Checkbox | Used to select one or more records. |
| Account # | A text box to store the bank account number that the ACH payments will be deposited into. This defaults to blank, is required, and must be <= 100 characters. If missing, the message "[VendorID]: SEC Code, Bank, Name on Account and Account # are required." will be displayed on Save. Note: the message is intended to show the complete list of all required, not just the missing ones. This field is always editable when the page is in edit mode.
Database Field: ERPx_APVendorACH.AccountNumber |
| Address ID | A single-select load on demand lookup to assign the Address ID that is being configured for ACH. This defaults to blank and is required. If not assigned, the message "You have Records that do not have an Address ID value selected." will be displayed on save. This field is only enabled when adding a new record, it is not editable for existing records. If you need to change the Address ID, you must delete the record and re-enter it correctly. If users try to add an ACH record for the same Address ID for a Fisherman, the following message will be displayed on Save “[Account Name] ([Address ID]): An ACH record has already been setup for this Address. You may update the existing record but adding the same address is not allowed.” |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.