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Setting Up a New ePay Account

This section provides information on setting up a new ePay account for an existing resident by setting up the bank information needed to schedule and process a monthly draft from the resident’s bank account.

ClosedPrerequisites

In order to set up an ePay account, you must do the following.

ClosedProcedure

Follow these steps to open the Add ePay Setup form to add a resident.

  1. Select eSite—ePay—Setup Maintenance from the menu. This opens the ePay Setup grid, which will be blank for first time users.
  2. Click Add Item to open the ePay resident grid.
  3. Select the resident for whom you are setting up ePay. The Add ePay Setup form opens.
  4. Complete the fields using the fields list: ePay Setup Tab.

See Also

ePay Overview

Direct Rent Overview

Setup Considerations

Verifying ePay Setup with the Pre-Note Option

Generating a Proof Report to Verify the Bank Draft Data

Assigning Specific Bank Books for ePay Payment Transactions

Creating a Batch Within eSite to Post Information To

Using Direct Rent to Create the ACH File

Creating and Transferring the Final ACH File

Correcting Transaction Entries in the Final ACH File

 

 

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