Generating EFT notifications

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Generating EFT notifications

If you are using a MAPI (Messaging Application Programming Interface) enabled eMail client (i.e. Microsoft Outlook, Thunderbird, Eudora), The Scheduler can send notifications to your clients.
Note: Microsoft Outlook Express and any web mail clients are not MAPI enabled.

Prepare - Notifications

The Scheduler displays a summary of the events that occurred to arrive at this stage of the EFT preparation:

The EFT transmit file has been created. The location of the file to upload to your bank is printed on the Transmission Detail Report and is displayed on this panel.

Client history for the EFT file transactions has been posted.

 

The intuitive panel allows you to change the notification output; change the default eMail subject; and add a personal note to printed on all the notifications.
Note: the eMail check box option will only be available if your client email address has been entered in the Client Information.  

If you are using Microsoft Outlook, The Scheduler has a secure connection to allow:

Display

Queue the emails in Outlook. You must "Send" each one.

Send

Allow Outlook to send the emails with no user intervention.

 

When your setup is complete, click the Run task button. If no notifications are to be prepared, simply press the Cancel button.

Notif-Sample

Sample Notification

If you've set up the Automatic Backup feature to run after each EFT file preparation, you'll be given the following information:
 
Prepare - Autobackup