ACH Approved Flag Walkthrough

access level payroll advisor (full access), data processor (edit) module payroll dashboard / data dashboard ⚠️ warning until the process is automated, payroll advisors are only responsible for processing ach requests on the data dashboard for clients with a client status of "active client " the data team will handle all ach requests for clients with a "new client" status this feature has been implemented to provide a visible notification flag labeled "ach approved" on the payroll dashboard when a client's ach request is approved and a related task is created in the data dashboard it is intended to help payroll teams quickly identify which client requests need to be completed key features of the "ach approved" flag visibility the flag is under the flags dropdown menu in the payroll dashboard filterable the flag can be filtered, allowing users to identify ach approved records quickly clickable when the flag is selected, the corresponding data dashboard task opens in a new browser tab lifecycle the flag remains active on all the client's payroll records until the corresponding ach task is marked as complete in the data dashboard and there are no other open ach tasks for that client walkthrough navigate to the payroll dashboard locate the new ach approved flag under the flags dropdown menu apply the filter to see all records marked with this flag once the ach approved flag is identified, select the flag to open the related task in the data dashboard the task will open in a new browser tab with the client's information and the necessary actions to complete the ach request process the request on the payroll software (prosoftware) change the client's payment method to ach in the payroll customer settings, located in the payroll card, under the details tab, where it says payment method once the task is marked as complete, the ach approved flag will automatically be removed from the payroll dashboard ⚠️ warning if multiple ach requests exist for a single client, the ach approved flag will only be removed once all ach tasks are resolved in the data dashboard process ach request in data dashboard to learn how to process the ach request in the data dashboard, please access this article ach contact for support if you encounter any issues or need further clarification, don't hesitate to contact the support team via it ticket or slack next steps after processing ach requests ach detailed ach processing guide data dashboard overview understanding the data dashboard payroll dashboard overview return to payroll processing 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels