Definitions: Auto Deposit Account

The Auto Deposit Account definition determines the account options available when creating automatic deposits while finalizing insurance payments.

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

To add or edit items available in the Auto Deposit Account list:

  1. Double-click an existing item or click Add to create a new item. The Edit Definition window will open.
  2. Name: Enter the item name. This identifies the item in the Auto Deposit Account dropdown in the Edit Insurance Payment window.
  3. Account Number: The deposit account number.
  4. Click OK to save.

To remove an item from the Auto Deposit Account list, double-click the item and click Delete. If the item has been attached to an insurance payment it cannot be deleted. Hide the item instead.