Using the ACH Queue in Intro XL

When to use: The ACH Queue is used to change the date or amount of an ACH payment.
Once added, the payment will automatically be included in your ACH batch on the effective date selected in the “Add to ACH Queue” screen.

Adding a Payment to the ACH Queue

1. Go to the Loan Details page and locate the scheduled payments in the Payment Schedule box.
2. Click the calendar icon next to the payment you want to add to the ACH Queue.
3. Enter the new payment date and amount, then click Add.

The updated payment date and amount will now be saved in the ACH Queue.

Viewing the ACH Queue

1. Go to the Create ACH page.
2. Click View ACH Queue.
3. Choose a specific date or date range to view scheduled queued payments.

Processing Queued Payments

On the effective date selected for a payment, it will automatically appear on the Create ACH page.
You can then submit it just like any other ACH payment.

For instructions on sending ACH payments, see

How to Send an ACH Payment
.