Single Deal Payout
Payout all deals as you normally would using they single deal payout action from within the deal. (Click here for instructions)
When all deals are paid out and all EFT stubs are printed you must create the EFT file
From the Accounting menu open the Bank Deposit/Withdrawal form.
Fill in all Fields and Select all the agents you wish to pay Direct Deposit.
Fund= Commission or General
Mode = Withdrawal – Direct Deposit
Payment Method = Direct Deposit
Clearing account = Pending EFT
Bank Account = Your Bank account
Once Satisfied that all agents are selected and amounts are correct hit Save & Post.
From the Actions button Choose Export File
Save the File to your Hard Drive.
And then upload it to the bank through their direct deposit file upload screen.
Once the File is Accepted please return to the Bank Deposit/Withdrawal form and send the Paystub
From the Actions button Choose Send Alerts
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