ACH - List of members

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
cchang
Member
Posts: 186
Joined: Mon Apr 17, 2017 7:11 am

ACH - List of members

Postby cchang » Tue Feb 04, 2020 7:35 am

Is there a list of all the members that have signed up for ACH direct deposit for their reimbursement expenses? It's time consuming to always have to check each time by selecting ACH to see if that person has set up ACH option. We are moving towards having our members sign up for ACH if possible to reduce paper checks and it would be nice to know a list of members that have ACH enabled.

davesudweeks
Senior Member
Posts: 1826
Joined: Sun May 09, 2010 8:16 pm
Location: Oklahoma, USA

Re: ACH - List of members

Postby davesudweeks » Tue Feb 04, 2020 11:34 am

I would guess probably not. You could build your own list using brute force methods:
You can see which members have received ACH deposits on the reimbursements history - they are off the list because you know they are set up.
1. Attempt to issue a reimbursement and select members in your unit one at a time.
2. The system will tell you if they are set up.
3. Manually record the names of those who are not set up for followup.
4. Don't complete the reimbursement steps after you have built your list.

I have not tried this and don't have access any longer, but from memory on entering prior reimbursements it should work. It would be a bit tedious, but could be done without too much trouble.

I would caution that ACH deposits is a highly personal matter. Some love them, others refuse to use them for their own reasons. I believe we need to be sensitive to member's preferences - there is nothing wrong with information as long is it does not come with perceived coercion.


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