Independent - 1777 Message

[progoldi2]

Medfield Real Estate

Need to know how to set up ACH deposits for an agent. I tried to set it up under "Commissions" on her agent page but it did not process correctly. Need to figure it out ASAP. Thanks

[admin]

Milford Real Estate

Do the following to setup agent for Direct Deposit:

* Go to Commission Tab in the agent's record
* Enter Bank Account number in the DDAccount field
* Enter the Routing number in the DDRouting field
* Place check in the Direct Deposit box
* Enter the bank code for type of account in the DDAccount Type field
Note: The code used is unique to your bank's ACH setup (checking, chk, sav, etc...)
* Click the Save A/R A/P button to save the info and update the agent's vendor record

Can verify the agent's vendor record (Should see the DDAccount fields populated in it). You will need to manually assign the agent's e-mail address in the e-mail address field in the vendor record.