Creating an ACH Reject Report - Funding Stoppages Report | Scribe

Creating an ACH Reject Report - Funding Stoppages Report

  • Malmi Senaweera |
  • 0 step |
  • 2 minutes
  • CardconnectCardconnect
Navigate to [https://copilot.cardconnect.com/copilot/#/agent/1331730/performance](https://copilot.cardconnect.com/copilot/#/agent/1331730/performance)
Click "Tickets"
Click "Advanced Search"
Click the "Search Ticket Reason" field.
Type "reject"
Click here.
Click here.
Click here.
Click here.
Click here.
Click here.
Click "CLOSE"
All ACH Reject tickets that are not completed will appear. Click here.
Click "Save As"
Click this field.
Enter the name you'd like save the report as.
Click "Save"
Click here to download as an Excel or CVS.
Click "Export Report as Excel"
You can provide the report to the CX team to reach out to clients directly to resolve the funding issues. They can upload any documentation or comment on the tickets from Copilot directly.
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