Easier and faster payment processing
You probably enter invoices into your accounting system several times a month or even daily to ensure proper accounting. With the file upload feature, you can import multiple invoices into your amnis account and initiate the payments easily. The details of these payments are automatically transferred so you don't have to waste time manually entering them. The only thing you need to do is to export the accounting software's XML file (pain.001) and import it into your amnis account.
Another great plus: with the file upload feature, new beneficiaries are automatically added to your contact list in your account!
How does the file upload feature work?
Open an amnis account for free and/or log in to your amnis account.
Go to the "Payments" section and select the "File Uploads" feature:
Select or drag and drop your XML file and upload it.
Specify the payment date and reason for the payment.
Select the desired fee splitting option for each payment under "Fee schedule".
Review the reference details on the right and adjust if necessary.
If the file contains multiple payments, select the payments you want to import, or simply select all if you want to execute all transactions.
Review the payment details and the total amount and click on "Confirm".
Your payments have now been scheduled successfully.
File upload overview
An overview of all open and executed payments that were imported via the file upload feature can be found either by selecting "To payments Overview" right after confirming your payments in the last step above, or by going to the "Payments - File Uploads" tab as shown in the screenshot above.
When clicking on the payment file, you will see a detailed overview, including the execution status of each individual transaction.
Edit payment details
If you click on one of the payments, as shown in the screenshot above, you can alter certain payment details afterwards by clicking on "Edit", even after you have already scheduled your payment. You may edit the payment reason, reference, payment date, fee schedule and you can even set up the payment as recurring. This is, of course, provided that the payment has not yet been executed.
Good to know: If desired, you can copy a tracking link (see blue button in the screenshot below) and share it with your suppliers and other business partners. Also, you have the option of entering the recipient's email address after scheduling a payment or in the contact details. The beneficiary will then receive a notification email with the payment tracking link when the payment has been executed.
Tip: You can also tag to your payments to better track your payment streams. Go to this article if you want to learn more about what tags are and how they are set up and used.
Deleting a payment
It is possible to delete a payment before it is executed. To delete a payment, simply click on the three dots and select "Delete" while in the details view of your payment.
Buying the needed currency
In order to execute your payment, you must have a sufficient overall balance in your amnis account. You can buy the required amount in the "Currency exchange" section before uploading the file but also directly after scheduling the payments. Alternatively, you can do so via the "Buy" button in the file upload overview:
Read this article for a step-by-step instruction on how to buy and exchange currencies.
Tip: Do you want to make multiple payments with just one click, but don't want to use the file upload functionality? Use the multipay feature to simplify recurring payments to multipe recipients and create payment groups, for example for office rentals, insurances or global payroll.
Do you have ideas on how we can improve our product? What kind of new features would further help you? Submit your idea here!