Payments

Within the Payments drop down, you can set up your bank account details to enable you to process bulk payments and ABA files for EFT uploads. After going through the initial Trial Wizard, you will be set up with default bank details in this screen.

1. Go to the Payments drop down.

2. Click Setup.

3. Select Bank Details.

4. Click Edit to go into the record and add a valid Bank Company ID.

From within the bank details record

5. Edit the Bank Company ID to your own value. Note: You may need to contact your bank for this reference number.

6. Click the Save button.

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