Setting up direct deposit for GetPayroll clients is a 2-part process.
Part 1: Click the EMPLOYEES tile on the left-hand side of the screen.
- Double click on the necessary employee to access their personal information.
- Click DIRECT DEPOSIT in the left-hand menu bar.
- Click the ADD button and enter the new information (ABA #, Account #, Account Type).
- Click SAVE (floppy disk icon).
Part 2: Click on SCHEDULED E/Ds on the left-hand menu bar.
- Click the ADD button and select the appropriate code (if this is for the entire net dollar, select DIRECT DEPOSIT – NET).
- In the SEND TO field, select DIRECT DEPOSIT.
- This will activate a sub-menu for you to select the right account #.
- Once this information has been populated, click SAVE.