Process direct deposits with Kotapay

Set up

  1. Create a Kotapay account.
  2. Enter the transmission information you get from Kotapay:
    1. Select
      Actions
      , then
      Process Direct Deposit
      .
    2. Select
      Transmission Information
      .
    3. Enter the information, then select
      OK
      .
  3. Enable Kotapay for each client as needed:
    1. Select
      Setup
      , then
      Bank Accounts
      .
    2. Mark the
      ACH processed by Kotapay
      checkbox.  

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