Send funds using ePayPolicy's Network Payables Service
ePayPolicy's Network Payables service enables users to efficiently send funds to multiple payees by uploading payment details via an Excel template, selecting payment methods (check or ACH), and requiring a separate co-signer to approve the payments through a notification and approval process within the ePayPolicy Dashboard.
ePayPolicy's Network Payables service allows you to send funds to multiple payees efficiently and securely. A separate co-signer is required to approve payable payments.
How to Initiate a Payables Payment
- 1.
Log in to the ePayPolicy Dashboard.
- 2.
Click Payables in the left navigation menu.
- 3.
Select Multiple from the drop-down menu.
If you have access to multiple ePayPolicy accounts, use the drop-down menu to select one account as the Sender.
- 4.
Click Excel Template to download the template.
- 5.
Open the template and enter information in the Payable Details tab. Refer to the Instructions Tab in the template for a step-by-step guide.
Tip: Enter any information you want the recipient to see into the Remittance tab of the Excel Template.
- 6.
Save the updated Template file.
- 7.
Navigate back to the ePayPolicy Dashboard and click Upload.
- 8.
Select the saved CSV file and click Open.
- 9.
Click Proceed.
- 10.
Select payment method for each payment:
- Send Check: Select Mail a check to send payment as a check.
- Send ACH: Click the Link Account button to map the payment to an existing ePay account. Select the Payment account for ACH using the drop-down menu labeled ACH Send From.
Tip: Click View under Item Details to see the remittance information included in the remittance tab of the upload.
- 1.Select the co-signer using the drop-down menu labeled Co-signer(s).
- 2.Click Initiate. The co-signer will receive a notification asking them to co-sign the payment.
Co-Signing a Payables Payment
- 1.
Log in to the ePayPolicy Dashboard.
- 2.
Click the Transactions tab in the left navigation menu.
- 3.
Select Pending My Approvals from the Status dropdown.
- 4.
Click Search to display pending payments.
- 5.
To review a specific payment, click on the Transaction Number.
Tip: If you have more than one payable pending your approval, you can streamline the approval process by clicking the green Approval All button.
- 6.
Click Approve.
- 7.
A pop-up will appear, asking for your confirmation. Click Confirm to proceed.
- 8.
Once the payable has been approved, both the co-signer and the initiator receive an email receipt.
Frequently Asked Questions (FAQs)
What if I don’t have an ID to use as the PayeeID?
You can use the Payee Name as the unique PayeeID.
What if I do not have the Payee Email?
You can use your own email. No emails are sent to this email, but the system requires an email to proceed.
Do I need to include the address on the Payable details tab of the template if I am paying by ACH?
No.
What if I do not want to include Remittance?
You do not need to fill out this tab.
What if I do not want to include all the information listed in the Remittance Details tab?
You can delete columns you do not want to use and relabel or add columns as long as you do not delete the first column.
How do I get a list of my payments for PositivePay?
Each approved payment will appear as a processed transaction in the Transactions Tab. You can click Download Transactions to get a CSV list of your transactions.
Contact Us
If you still have questions or prefer to get help directly from an agent, our team can be reached during normal business hours, Monday through Friday 8AM-5PM CST, via the "Let's Chat" feature on the bottom right corner of our website.
If you would prefer to speak to someone via a phone call during normal business hours, contact our Customer Support team at 844-372-9300.
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