Our company is in the process of implementing Expenses 9.0 (we do not have PSoft HR, but do have AP and GL). We have a requirement to allow users to be paid either via check or direct deposit (EFT). I have no problems getting the check portion to work. However, it seems no matter what configuration changes or user changes that I make payment is always being staged as System Check. Can anyone point me in the right direction as to what configuration area I should be looking at?
I am assuming you have your employees set up as vendors in the system. If this is the case, you should be able to modify their vendor record to point to Electronic Funds Transfer rather than Check.
Go to Vendors > Vendor Information > Add/Update > Vendor. Find the employee and click on the Location tab. Click the Payables hyperlink. Expand the Additional Payables Options section. In the Additional Payment Information section, select Specify and then Electronic Funds Transfer.
