ACH Edit Grid
Written by Brandy Burch
Updated at January 17th, 2025
The ACH Edit Grid will list each transaction extracted in grid format for review. The system defaults to including all extracted transactions. However, a transaction can be held if a last-minute change is needed. Unchecking the Incl box will allow that particular transaction to be excluded from the batch.
Edit Grid Steps
- Review extracted transactions.
- If necessary, hold any transactions that you do not want included in the extract by unchecking the "Incl" (Include) box.