Intro to ADDACS (Not for GoCardless Customers)

Summary

The ADDACS process allows you to import and update customer instructions that have been amended or canceled by the customer. If an ADDACS instruction is processed before a collection, the instruction is canceled, and that record will be excluded from future collections.

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This guide will show you how to import an ADDACS file.


Step-By-Step Guide

  1. Select the ADDACS File:
    • From the Home page, go to the Finance Module.

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    • Navigate to the Amendments & Cancellations sub-module.

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    • Click on Import ADDACS Report.

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    • Select the file you wish to import, then click Import Data.

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View Pending ADDACS Records

After importing the ADDACS file:

  • The total number of amendments and matches will be displayed as 'pending'.
  • To process the ADDACS, click Process.

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Process the ADDACS File

  1. Confirm Processing:
    • Click on OK to Confirm to finalize the processing.

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    • You can click on 'View' to view the file.

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    • You can view each entry by clicking on 'View Customer' if you wish.

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    • All matched records will have their instructions updated accordingly.

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Review Customer Instructions After Processing

  1. Spot Check Records:

    • Spot check a selection of customer records within the imported file to confirm their instructions have been updated.
  2. Instruction Updates:

    • If the customer’s instruction is canceled at the bank, the BACS code will update to 0C – Instruction Cancelled.
    • For amendments (e.g., Code E – Instruction Amended), the customer’s bank details will update automatically without requiring a new instruction.
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