We ended up using a custom created template with very little information needed from the bank to achieve our import to IFS. See below: The purpose was to simply load customer payments from the bank. The ACH reference might be a little overstated and not the full intent but nevertheless we got everything to work without issues. Thanks, Mark
Thank you for the information. Do you know how I obtain a IFS Academy account? The link requires a login.
Thanks for the help, we completed all the set-up and it seems to be working well!
Per Maaret’s comments: We have AR contact information added to customer/payment and output media is E-mail. And event created for reminders, which will send the reminder to customers by e-mail. Then reminder proposals are created and during printing, system will send reminder to customer instead of printing. In reminder history, you’re able to see all created reminders. Can you explain a little more how to set-up the e-mail event? How does the system know what email contact to send the reminder to? Any information with this would be greatly apprecated!
Thank you for the response, although I can’t seem to find the menu, Shipment Management > Outbound Shipment > Basic Data > Shipment Type. We are on IFS Version 9 update 8. What version are you referring to? Thanks!
We are running http. I have tried to add it as a trusted site in Chrome, but still same result. I wonder is there is a way to force the opening of IE when clicking on the “Page Help” link?
Looks like that worked, thanks!!
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