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ePay Setup Tab
Make the following menu selections to display this tab:
eSite—ePay—Setup Maintenance
Use Setup Maintenance to add,
edit or delete resident/tenant ePay setup information.
Fields
Grid Fields
-X-
Check the box to indicate the ePay item is selected.
Click Select All or Deselect
All to toggle the selections for all items listed at once.
Building
The display-only building number that displays
in lists and on reports.
Unit
The display-only unit number that displays in
lists and on reports.
ID
The display-only resident/tenant ID number that
displays in lists and on reports.
Name on Acct
The resident/tenant name on the ePay account.
Select the Name to display the Modify
ePay Setup Tab.
Amount
The amount the resident/tenant has agreed to have
drafted from their bank account.
Pre-Note Day
The display-only date draft is scheduled to occur.
Cancel
The display-only cancelled date. A date displays
in this column when a date is entered in the Cancelled field on the Modify ePay Setup Tab. Otherwise,
shows blank.
Buttons
Add Item Button
Select this button to display the Add ePay Setup
tab to set up a new ePay resident/tenant account.
Delete Selected
Select this button to delete any items marked
under the -X- column of the grid.
To Add ePay Setup
- Select the Add Item button. The Select
Resident/Tenant Setup Maintenance Tab displays.
- Locate the resident/tenant
to set up a new ePay account for, then select Name.
The Add ePay Setup Tab displays.
- Complete the tab.
For help, refer to the field list below.
- Select the Save button when all data entry is complete. The ePay Setup Tab displays again.
- To continue, complete another ePay task
or select another menu option from the sidebar menu.
To Edit ePay Setup
- Locate the resident/tenant
ePay account to work with, then select Name on Acct
to display the Modify ePay Setup Tab.
- Complete the tab.
For help, refer to the field list below.
- Select the Save button when all data entry is complete. The ePay Setup Tab displays again.
- To continue, complete another ePay task
or select another menu option from the sidebar menu.
To Delete ePay Setup
- Locate the resident/tenant
ePay account to delete, then mark the check box in the -X-
column. If more than one account should be deleted at once, mark all accounts
to delete, then select the Delete Selected button.
A confirmation message displays.
- Answer OK
to delete the selected items.
- To continue, complete another ePay task
or select another menu option from the sidebar menu.
See Also
Setup
Maintenance