Direct Deposit

The Direct Deposit page allows you to enable or disable the direct deposit function for a client’s bank account in webADMIN. There are three tasks that can be performed:

·          Enabling Direct Deposit When No Previous Information Exists

·          Enabling Direct Deposit When Previous Information Exists

·          Disabling Direct Deposit.

To access the direct deposit page:

1.      Click the Direct Deposit link as seen in any of the following pages to display the Direct Deposit page:

o       Case Information - Benefit Tab

o       Case Information - Card Tab

o       Case Information - Case Tab

o       Case Information - Client Tab

The page displays the following tabs, fields, buttons, and links:

Tabs

·          Home

·          Services

·          Reports

·          Documentation

·          Training

·          News

Fields

·          Case # (Read-Only)

·          Routing Transit #

·          Account #

·          Account Type

·          Status (Read-Only)

·          User ID (Read-Only)

·          Modified (Read-Only)

Buttons

·          Enable Direct Deposit

·          Cancel

Links

·          Client / Transaction Search

·          Issue Card

·          Create Account

·          Merchant Search

·          Help

See Also:

Disabling Direct Deposit

Enabling Direct Deposit When No Previous Information Exists

Enabling Direct Deposit When Previous Information Exists

Updating Direct Deposit