WebSync Wizard - Direct Deposit Confirmation Window
If you are processing direct deposit payroll entries, this window appears after you start synchronization from the previous WebSync Wizard - Select Services window. The wizard begins by checking for direct deposit pre-notes and payroll transactions. Once pre-notes and transactions are found for processing, the information will be displayed, along with the credit limit.
- From the Services menu, select WebSync Wizard. You can also get to the wizard through the Direct Deposit Service Subscription page.
- In the WebSync Wizard - Select Services window, select Sage 50 Direct Deposit and then Next.
- The wizard checks for existing direct deposit information, following which the WebSync Wizard - Direct Deposit Confirmation window appears.
- View the pre-note and transaction information, and make sure everything is correct.
- Click the Next button to begin sending the pre-notes and/or paychecks.
Note: Before paychecks are sent, a pre-note is sent to verify bank account information. You must resync to view the approval for the pre-note that will be sent to you at a later time.
Once the pre-note approvals are in, you create your direct deposit paychecks and run the WebSync wizard three banking business days prior to the pay date to process the direct deposit paychecks.
Note: You also synchronize pre-note approval status and direct deposit fee-payment information using this window. Tell me more about this.