1. Open the employee record

  2. Select the Bank Info tab

  3. Open the bank account(s)

    • If the EFT status of the bank account is not EFT:
      1. Close the bank account

      2. On the Bank Info tab, select Computer check in the Pay this employee by field

        Note: If the employee status is Prenote, wait to change the the payment method to EFT Check after the bank has approved the prenote authorization file and the EFT Status is updated on the bank account.

    • If the bank account status should be EFT and the payment method EFT check, define a remainder account:

      A remainder account tells the system where to put the remainder of a check. If the entire paycheck only goes into one bank account, define that account as the remainder.

      1. On the Bank Info tab, open the appropriate bank account. If there is more than bank account in which paychecks are deposited, open the account in which the remainder of the money should be deposited.
      2. Select Remainder for the EFT Amount type
      3. Save and close the bank account

  4. Save and close the employee