Trinexum Resource Center

New EFT Security Changes

Last Updated: Apr 13, 2016 09:56AM CDT
Below is some important information about the new EFT/Bank Drafts security feature. The new feature includes user restrictions so that only people with the correct user rights can view and download the NACHA file that is sent to the bank. (NOTE: this change does not affect Automated Billing at all.)
 
You can give the right to the appropriate staff users under Administration > Customizations > User Authorization tab.
 

 
 
Once a staff user has been given the rights he/she can View/download the NACHA file for any billing engine (membership, fund raising, child care & camp, program) from the manual billing page. 




If a staff user does not have access to view NACHA files the “View” link will be disabled on the manual billing page. They will still be able to click on Print link to view a PDF version the draft which does not include full routing or account numbers. 


 
 

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