Definitions: Auto Deposit Account

Auto Deposit Account definitions determine the account options available when creating automatic deposits while Finalize Insurance Payment.

  1. In the Main Menu, click Setup, Definitions, then select Auto Deposit Account.
  2. Click Add to add a new account, or double-click an account to edit.
  3. Name: Enter the name of the contact category.
  4. Account Number: The deposit account number.
  5. Click OK to save.

Reorder Accounts

On the main Definitions window, highlight an account, then click the up/down arrows.

Hide an Account

Hiding an account means it will no longer be visible as a selection option.

To show a hidden account, uncheck the Hidden box on the Edit Definition window.