Direct Deposit Company Setup List

By |2021-07-20T20:35:19-05:00March 26th, 2018|Comments Off on Direct Deposit Company Setup List

Introduction

This topic will cover the use of the Direct Deposit Setup files.

Usage

Use this form to view the various Direct Deposit Setup files that you have created. A Direct Deposit Setup file is the information you need for direct deposit related to Total Office Manager. You can have multiple setup files but most companies will only need one.

IMPORTANT: Direct Deposit is something that you must sign-up for with your bank. You must then setup direct deposit in Total Office Manager.

Form Access

  • From the main menu, click Banking | Direct Deposit | Company Setup

Field Definitions

List This form includes a list of all Direct Deposit Setup files that you have created.

Button Definitions

Add New Allows you to create a new Direct Deposit Setup file. Most companies will need only one.
Edit Click this button to edit (change) the selected Direct Deposit Setup file.
Delete Click this button to delete the selected Direct Deposit Setup file. You cannot delete a DD setup file that has been used to process a direct deposit.

Step-By-Step

  1. Select a Direct Deposit Setup file to edit or delete or click the Add New button

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About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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