Definitions: Auto Deposit Account

Enter bank account information for use with Deposit Slips and when finalizing insurnace payments.

In the Main Menu, click Setup, Definitions, Auto Deposit Account.

The Auto Deposit Account definition determines the account options available when creating a Deposit Slip or when using the Auto Deposit Details in the Edit Insurance Payment window. This list is empty by default. Add accounts as needed.

Double-click an existing item to edit or click Add to create a new item. The Edit Definition window opens.

Hidden: Hide the account from the Auto Deposit Account list.

Delete: Auto Deposit Account definitions cannot be deleted. Mark a definition as hidden instead.

Click Save to exit the window and keep changes.