This report helps you monitor and manage which consignors or vendors are fully set up to receive ACH payouts using SimpleACH. It’s essential for ensuring smooth payment processing and proactively supporting consignors or vendors who haven’t completed setup.
To learn more about creating customer reports, please view our Custom Reports Overview guide.
Purpose
SimpleACH enables secure, direct deposit payments to consignors or vendors. To be fully set up, a consignor or vendor must meet the following four criteria:
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SimpleACH Account Created
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Email Verified
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Funding Source Added
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“Pay by ACH” set to True
This report shows each consignor or vendor’s setup status so you can:
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Follow up with consignors or vendors who are missing steps.
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Filter for only those eligible for ACH payments.
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Track progress toward full ACH adoption.
Report Setup
Base:
Consignor
Choose the “Consignor” base to access SimpleACH-related setup fields.
Fields to Include:
| Field Name | Description |
| Consignor ID | The internal system ID for the consignor or vendor. |
| First Name / Last Name | Full name of the consignor or vendor |
| Contact email—must be verified for ACH setup. | |
| Pay by ACH | Shows whether the consignor or vendor has ACH enabled as a payout method. |
| SimpleACH Account Created | Shows if the ACH account setup was started. |
| SimpleACH Email Verified | Confirms that email verification is complete. |
| SimpleACH Funding Source Created | Indicates if a bank account has been linked. |
Filters (Optional for Dynamic Viewing)
To slice and dice your report, apply any of these filters:
| Filter | Use Case Example |
| SimpleACH Account Created is Yes/No | Find consignors or vendors who have or haven’t started setup. |
| SimpleACH Email Verified is Yes/No | Identify those needing to verify their email. |
| SimpleACH Funding Source Created is Yes/No | Detect who hasn't added a funding method. |
| Pay by ACH is True/False | See who has ACH enabled for a payout option |
Consignors or Vendors Missing Steps:
Create multiple views using filters for:
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Missing funding source
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Email not verified
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ACH not selected
Tips
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Run this report weekly to ensure payout readiness.
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Communicate directly with consignors missing one or more steps.
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Combine with notes, or groups for internal tracking.