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Templates

Overview

Templates let you save a draft's batch and entry configuration so you can quickly create new drafts for recurring payment runs. Instead of rebuilding the same draft each time, start from a template and adjust only what has changed.

Viewing Templates

  1. Navigate to ACH Drafter and click the Templates tab.
  2. Your saved templates are listed with their name, batch count, and entry count.

Saving a Draft as a Template

After creating or generating a draft, you can save it as a template:

  1. Go to the Dashboard tab and find the draft in Recent Drafts or Generation History.
  2. Click Save as Template.
  3. Enter a name for the template (e.g., "Weekly Payroll", "Monthly Vendor Payments").
  4. Click Save. The template captures the draft's batch structure and entries.

Creating a Draft from a Template

  1. Go to the Templates tab.
  2. Click Use Template on the template you want to use.
  3. A new draft is created with the same batches and entries as the template.
  4. Review and adjust any details:
    • Update the Effective Date on each batch to the correct processing date.
    • Add, edit, or remove entries as needed.
    • Modify amounts if they have changed.
  5. Proceed to Generate the file as usual.

Managing Templates

  • Delete — Remove a template you no longer need by clicking the delete button.
  • Templates are independent of the original draft — deleting a draft does not affect any templates saved from it, and vice versa.

Tips

  • Name templates descriptively so you can identify them at a glance (e.g., include the frequency and purpose).
  • Templates save the batch structure, SEC codes, recipients, and amounts — update the effective date and any changed amounts when reusing.
  • Templates are scoped to your organization, so team members with access to ACH Drafter can also use them.