This report will tell you what ACH transactions have been approved.
How to Pull a Report of ACH Transactions That Are Approved
To pull a report of all ACH transactions that are submitted, follow these steps:
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Navigate to Reporting > Financial Reports > Check Approved
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On the Search Options screen, enter the relevant date range and filter criteria. Click Submit to display the list of relevant transactions within the app.
- Alternatively, click Download to immediately get a CSV of the results.
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To view a transaction's details, click the Payment Details button (document icon).
Need Help?
Email our Customer Success team at support@pdcflow.com.