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Realm Accounting

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RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

Fund Accounting and payroll.

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Early Adopter Guide

Generate ACH Payments

Enter an ACH payment.

  • To generate ACH payments for a vendor, you must set up and confirm their direct deposit information first.
  • You must have accounting administrator or the appropriate accounting specialist permissions to perform this task. See Accounting Roles and Permissions for more information.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > Invoices.
  2. On the Unpaid tab, click Pay Invoices.
  3. Select ACH Detail as your Payment Method.
  4. Select the invoice(s) you want to pay and click Start Run.
  5. Click Print ACH Stubs.A preview of your checks displays.
    1. If your check stubs didn't print correctly, click Reprint.
    2. Enter the check number you want to start with as well as a new starting number.
    3. Click Reprint.
  6. Click Create ACH File.
  7. If the Effective Entry Date is incorrect, select a new one and click Create.
    This automatically downloads a text file for you to upload to your bank.
    CAUTION: Before moving forward, make sure this file uploaded successfully to your bank.
  8. Click Post.
  9. Review the check run's information, and click Post again.
    A preview of your check register report displays.
  10. Click the printer icon for a physical copy, or click Download for a PDF.
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Last updated: April 1, 2025