AP Training Pt. 1 CM

Created by Crystal Ann Harvey, Modified on Tue, 21 Oct at 2:30 PM by Crystal Ann Harvey

CM Account Setup

Use the CM Accounts form to set up each bank account you want to track in the CM module. 


Setup for NACHA file

The info needed for electronic payments (EFT) is saved in the CM Accounts form and works for both AP EFTs and PR Direct Deposits. EFT payments are sent using a file that follows ACH rules. The system makes this file for you, and you can send it to your bank electronically.

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