Banking Integration: Email alerts when a payment has been uploaded to the bank

Email Alert for signatory (a payment requires authorisation online)

Once ABA or BPay files have been uploaded to the bank and await authorisation, as part of the workflow an email is sent to the approver(s).

You can send emails to multiple recipients for dual signatory accounts.

Link to Internet Banking

The account signatory may one click to internet bank using the email hyperlink to approve the transaction, creating a convenient workflow for the signatory.

The details of the uploaded file name highlights the job name and the payee. The File Ref identifies the bank reference for the transaction, so it's easy to identify each transaction. 

Drill down to the transaction to view backup information / invoices

You can view the details of the transaction by drilling down on the "Trans ID" hyperlink from within the email alert to open the software.

Permissions

Only licenced users with the "Authorise payments online" permission are available for selection in the email recipient list, although you don't need to be able to open the software to receive an email alert or link to internet banking.