Go ACH User Guide
Go ACH Preferences
Go ACH preferences control account-wide behavior — how data is shared between users, which bank-account options appear, security requirements, error alerting, recurrence end-types, and report and return-threshold rules. Each setting is a simple toggle.
Settings groups
The preference groups
- General — show notifications on every page; share clients/transactions across users; show full return ratio to all users.
- Bank Accounts — hide the Personal and/or Savings account options on forms.
- Organization Security — require a whitelisted IP to connect; set organization two-factor (On / On-Prompt / On-Forced).
- ACH Recurring Error notifications — send an email and/or create an in-app notification when a recurring payment errors.
- ACH Recurrence End Type Options — which end-types and totals appear when building a recurrence.
- Reports — offset the Returns Report date to match the withdrawal date.
- Return Threshold — automatically disable any program that exceeds a return threshold.
Steps
How to update preferences
- Click Preferences in the footer.
- Flip each setting’s toggle to Yes/No (or the security option you want).
- Click Update Preferences to save.
Error alerts tie into Go ACH notifications, and the return threshold supports the Go ACH reports you run for compliance. Back to the Go ACH user guide.
Common questions
Frequently asked questions
What can I configure in Go ACH Preferences?
Account-wide behavior: data sharing across users, which bank-account options appear, security requirements, error alerting, recurrence end-types, and return-threshold rules.
How do I get emailed on recurring errors?
Under ACH Recurring Error notifications, set “Send email on ach recurring error” to Yes, then click Update Preferences.
What is the return threshold setting?
It automatically disables any program that exceeds a defined return rate, helping you stay within NACHA network rules.
How do I share clients across users?
Set “All Users Share Clients and Transactions” to Yes in the General group.
Get started with GoACH
Tell us about your business and processing needs and a GoACH specialist will follow up, typically within one business day.