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EFT file creation

  • Dynamics GP

    EFT file creation

    Posted by Deanne Rasmussen on November 11, 2025 at 10:46 am

    When an EFT file is created and sent to the bank, is it possible to have an email automatically sent as well?

    Deanne Rasmussen replied 1 month ago 3 Members · 5 Replies
  • 5 Replies

  • Samantha Walter

    Member
    November 11, 2025 at 12:24 pm
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    Hi @deanne ,

    Most things are possible if you can get creative enough. šŸ™‚

    1.) How are you sending the file to the bank? Manual upload, FTP exchange, etc.?

    2.) Who are you wanting the email to go to (a contact at the bank, someone internal, etc.)?

    Thanks,

    Samantha

  • Deanne Rasmussen

    Member
    November 11, 2025 at 1:00 pm
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    The email is a contact at the bank.

  • Deanne Rasmussen

    Member
    November 11, 2025 at 1:01 pm
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    Also – I believe it’s a manual upload

  • David david@winthropdc.com

    Member
    November 11, 2025 at 3:42 pm
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    I know we could use GP Power Tools to send an email based on any event in GP using a custom development project.

    • Deanne Rasmussen

      Member
      November 11, 2025 at 3:47 pm
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      that would be nice but I think this is just a one-off situation. I will put that on the table, though.

      Thank you!

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