Intro to ADDACS

• ADDACS is the process to import and update instructions that have either been amended or cancelled by the customer 
• If an ADDACS is processed before a collection the instruction is cancelled that record will be omitted from future collections  

Select ADDACS file:

1. From the home  page, go to the Finance Module
   
   
2. Navigate to the ‘Amendments & Cancellations’ sub-module 
   
   
3. Click on 'Import ADDACS report'
   
   
4. Choose the file you wish to import and click on ‘Import Data’.
   
   

View pending ADDACS records:

1. Once imported total amendments and matches are displayed in the ‘in progress’ tab 
2. To process the ADDACS click ‘process’ under actions

Process ADDACS file:

1. Click ‘Confirm’ to complete the processing 
2. All matched records will have their instructions updated accordingly

Customer instruction is cancelled:

1. Spot check customers within the imported records to check their instructions has been updated   
2. All matched records will have their instructions updated accordingly
3. If the instruction is cancelled at the bank the BACS code will be updated to 0C – instruction cancelled 
4. If there is an amendment such as a Code E ‘Instruction Amended’ the customer’s bank details will be updated without needing a new instruction