CashCloud

Create PayShift Rules to enable your Payees to convert their payments to their preferred type.

Access PayShift: From the left sidebar, select PayShift. Then, click the settings button in the top right corner to manage and create PayShift Rules.

- Click Create PayShift Rule.
- Select a Bank Account to associate with the rule. Only one account can be linked per rule, and the bank account tied to the current payment batch will appear automatically.

- Select the payment type(s) that payees can convert their payments to, such as ACH, Check, or eCheck.
- You can choose multiple payment methods but must select at least one.

- Define the Timeframe a payee has to respond before the payment is automatically sent using the original payment type.
- Customize the response time in Days and Hours.

- You can apply the PayShift Rule to All Payees linked to the selected bank account or choose Select Payees.
- When selecting specific payees, search by Name or Email or use filters like Payee Type, Deposit Method, or PayShift Status.

- Once created, your PayShift Rule can be managed and updated from the PayShift Rules page. This page also provides an overview of total transactions, conversions to ACH, eChecks, checks, and other key metrics like money saved, time saved, and the paperless impact score. 


1. Access PayShift: From the left sidebar, select PayShift. Then, click the settings button in the top right corner to manage and create PayShift Rules. 

2. Create a PayShift Rule:
 - Click Create PayShift Rule.
 - Select a Bank Account to associate with the rule. Only one account can be linked per rule, and the bank account tied to the current payment batch will appear automatically.

3. Choose Payment Types:
 - Select the payment type(s) that payees can convert their payments to, such as ACH, Check, or eCheck.
 - You can choose multiple payment methods but must select at least one.

4. Set Payee Response Time:
 - Define the Timeframe a payee has to respond before the payment is automatically sent using the original payment type.
 - Customize the response time in Days and Hours. 

5. Select Payees:
 - You can apply the PayShift Rule to All Payees linked to the selected bank account or choose Select Payees.
 - When selecting specific payees, search by Name or Email or use filters like Payee Type, Deposit Method, or PayShift Status. 

6. Manage PayShift Rules:
 - Once created, your PayShift Rule can be managed and updated from the PayShift Rules page. This page also provides an overview of total transactions, conversions to ACH, eChecks, checks, and other key metrics like money saved, time saved, and the paperless impact score.