Setup Considerations

This topic provides information on the things to consider before implementing ePay and Direct Rent.

Before implementing ePay and Direct Rent, you must:

Be licensed to use and have installed the eSite application.
Have completed your resident setup.

Note

Residents ineligible to write checks are ineligible to be set up with an ePay account.

In eSite—Setup—Global—Bank Books, ensure that the field labeled ACH Only is selected for bank books.
Complete the setup for Direct Rent in eSite—Setup—Property—Direct Rent Setup.

ePay does not allow you to set up duplicate ePay Accounts for the same resident. If you attempt to set up a resident twice, the following message displays: "This occupant is already in ePay setup. Please select another one."

It is possible, however, to set up a different record for each occupant in a Unit. When doing this, the system will give you the following warning message:
“Resident in (unit) already in ePay setup. Do you want to continue?”

You may set up a policy to prompt the system to automatically create the ACH entries for you whenever the applicable Batch is approved. To do so, select eSite—Setup—Policies—Global Policies—Batch, Bult, Transfer tab, and select the policy, Automatically create ACH entries when batch approved.

For detailed information on this policy, refer to the Global Policy Details section of Creating and Transferring the Final ACH File.

Complete these tasks in order to fully implement ePay within eSite.

Item	Task	Location
1.	(Optional) Activate the policy, Automatically create ACH entries when batch approved.	—Setup—Policies—Global Policies—Batch, Bulk, Transfer
2.	Set up applicable ePay Accounts.	—ePay—Setup Maintenance
3.	Print a Pre-Note Listing Report.	—ePay—Pre-Note
4.	Proof the bank draft data that will be sent out.	—ePay—Proof Listing
5.	Select a Bank Book for your ePay transactions.	—ePay—Bank Book Assignment
6.	If using Direct Rent along with ePay in order to send an ACH file to the Bank Draft Services provider, you will also need to complete setup requirements for Direct Rent.	—Setup—Property—Direct Rent Setup
7.	Create an unposted batch for all residents with a matching ePay draft date.	—ePay—Create Batch

Note

Also refer to the topic, Using Direct Rent to Create the ACH File, for more detailed information on Direct Rent setup and use.

Setup Considerations for ePay and Direct Rent