Enter Agent Bank Information & Set Settlement Preference

Overview:

In this article, we'll cover the following setup steps:

• Add Agent bank information for EFT payments via NACHA file.
• Set default settlement preferences for agents.
• For information on how to link the Bank Account information to the Vendor profile in BE Accounting to process a Payload Payment, please click on this link. 

Permission Level: Admin + Commissions

 

Important to know:

• Agent Access to enter Bank Account Information is not a default configuration.  To have enabled, please request this directly from your BE CSM.

Please find the available resources below.

Quick Reference:

Link to Full Step-by-Step Guide