Batch Vendor Payments for Property Managers

Process 50+ payments in 15 minutes. Stop paying $1+ per transaction. The complete workflow from property management software to bank upload.

The problem: You manage multiple properties, pay dozens of vendors monthly, and every payment platform charges per-transaction. At 50 payments × $1.50 each, that's $75/month—$900/year—just in fees.

The per-transaction fee problem

Property management means lots of payments:

  • Maintenance contractors and repair vendors
  • Utility companies (if paying on behalf of owners)
  • Landscaping, snow removal, cleaning services
  • Insurance, property taxes, HOA fees
  • Owner distributions (rental income payouts)

A typical portfolio of 50-100 units generates 40-80 vendor payments per month. Add owner distributions and you're easily at 100+ payments monthly.

What per-transaction fees actually cost

Monthly payments @ $1.50/transaction Annual cost
50 payments $75/month $900/year
100 payments $150/month $1,800/year
200 payments $300/month $3,600/year

Platforms like Plooto, Rotessa, and built-in PM software payment features all charge per-transaction.

The alternative: Generate a CPA-005 file and upload directly to your bank. Your bank charges pennies per transaction (or nothing, depending on your account). One flat-rate tool replaces ongoing per-transaction fees.

The 15-minute batch payment workflow

Here's how to process all your monthly payments in one batch:

1
Export from your PM software (2 min)
Pull the payment run as Excel/CSV. Yardi, AppFolio, Buildium, Rent Manager—all have export options.
2
Import and map columns (5 min first time, 1 min after)
Match your export columns to payment fields. Save the mapping for future runs.
3
Review and validate (5 min)
Check for errors before generating the file. Fix any issues on screen.
4
Generate CPA-005 file (30 sec)
Click export. Get a bank-ready file.
5
Upload to your bank (2 min)
Log into business banking, upload the file, authorize the payment.

First time: ~20 minutes (includes column mapping setup).
Every time after: ~10-15 minutes (mapping is saved).

Exporting from your PM software

Most property management software can export payment runs. Here's where to find it:

Yardi

Accounts Payable → Payment Processing → Select invoices → Export to Excel/CSV. Include vendor name, amount, and bank details columns.

AppFolio

Accounting → Bills → Select bills to pay → Export. AppFolio's export includes vendor bank info if you've stored it.

Buildium

Accounting → Pay Bills → Create payment batch → Export. May need to add bank details from vendor records.

Rent Manager

Accounts Payable → Payment Run → Export payment list. Ensure bank routing info is included in vendor setup.

Other software / spreadsheets

Any Excel or CSV with vendor name, amount, and bank details works. Many smaller PMs just use Excel—that works perfectly.

Key columns needed: Payee name, amount, bank institution number (3 digits), transit number (5 digits), account number. Optional: invoice reference, payment date.

Converting to CPA-005

Your PM software export won't be in CPA-005 format—Canadian banks require a very specific file structure. That's where conversion tools come in.

What conversion looks like

Your Export CPA-005 File
Excel with vendor names, amounts Fixed-width text file with header/detail/trailer records
Human-readable columns Bank-readable format with validation
Possibly missing fields All required fields filled, validated

The first time you import, you'll map your columns to the required fields (e.g., "Vendor Name" → "Payee Name", "Payment Amount" → "Amount"). After that, the mapping is saved—future imports take seconds.

Validation catches errors before upload: Wrong institution codes, invalid account numbers, amount formatting issues—all flagged before you generate the file. No more bank rejections and resubmissions.

Uploading to your bank

Once you have the CPA-005 file, upload it through your business banking portal:

1
Log into business banking
RBC Express, TD Business Direct, BMO Business Banking, etc.
2
Navigate to file upload / EFT
Usually under Payments → File Upload or EFT → Import File.
3
Select your CPA-005 file
Upload the .txt file generated by your conversion tool.
4
Review and authorize
Bank shows payment count and total. Verify and authorize.

Payments typically post to vendor accounts in 1-2 business days. Submit by Wednesday for Friday vendor payments.

See detailed EFT timing guide →

Owner distributions via EFT

The same workflow handles owner distributions. Export the distribution run from your PM software and process it as a separate batch (or combine with vendor payments—your choice).

Owner distribution workflow

  1. Run your month-end distribution calculation in PM software
  2. Export the distribution list (owner names, amounts, bank details)
  3. Import into your conversion tool
  4. Generate CPA-005 file
  5. Upload to bank on the same schedule as vendor payments

Tip: Many PMs run vendor payments mid-month and owner distributions at month-end. Two uploads per month, a few minutes each.

ROI: What you actually save

Compare flat-rate file generation vs per-transaction platforms:

Per-Transaction Platform Flat-Rate File Generation
100 payments/month $150/month ($1,800/year) ~$95/month flat
200 payments/month $300/month ($3,600/year) ~$95/month flat
Annual savings (100 payments) $660/year
Annual savings (200 payments) $2,460/year

Time savings

Manual bank portal entry: 1-2 minutes per payment × 100 payments = 2-3 hours
Batch file upload: 15 minutes total

That's 2+ hours back every payment run. At $50/hour staff cost, that's another $100+ saved monthly.

Summary

  • Property managers with 50+ monthly payments lose $900+/year to per-transaction fees
  • Batch EFT via CPA-005 file upload eliminates per-transaction costs
  • Export from Yardi/AppFolio/Buildium → Convert to CPA-005 → Upload to bank
  • First run: 20 minutes. Every run after: 10-15 minutes.
  • Same workflow handles vendor payments and owner distributions
  • Savings: $660-2,460/year depending on volume, plus 2+ hours per payment run

Ready to cut payment costs?

EFT Flow converts your property management exports into bank-ready CPA-005 files. Flat monthly rate. No per-transaction fees. Works with any PM software that exports to Excel.