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How To Setup The New Direct Deposit in Sage 100 Payroll

June 4, 2016 by Wayne Schulz

sage100_direct_deposit_060416

Before getting started, please remember that Sage Direct Deposit Service is ONLY available in Sage 100 2016 and Sage 100 2015 PU 4 and higher.

Activating The Sage 100 Direct Deposit Service

When your Sage 100 Direct Deposit application is approved, you will receive an email with a new Sage 100 product key. Activate this product key in System Configuration.

  1. Select Library Master > Setup > System Configuration.
  2. On the Registration tab, click Edit.
  3. Enter your new product key.
  4. Click Activate.

Processing A Direct Deposit

The processing of direct deposit using the new Sage service is the same steps as the previous direct deposit module with the exception of the transmission.

If you are new to processing direct deposits with Sage 100, review the Sage 100 Direct Deposit Getting Started Guide for step by step details for configuring

Sync direct deposit payments with Sage 100 Direct Deposit

  1. Select Payroll > Direct Deposit > Direct Deposit Processing. The Process Employee Pre-Note and Direct Deposit Transactions window displays a list of payroll and prenote batches, including batches that have already been synchronized.
  2. Select the batch(es) that you want to synchronize with Sage 100 Direct Deposit.
  3. Click Synchronize and then sign in with your Sage ID (your email address). The Synchronizing Direct Deposit Data window displays the status of the synchronization.
  4. When the status indicates that the synchronization is complete, click OK. Use the Direct Deposit Activity Log to view a recap of the data that has been synchronized between Sage 100 and Sage 100 Direct Deposit. Select Payroll > Direct Deposit > Direct Deposit Service Activity Log.

 

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Filed Under: Sage 100 ERP Tagged With: direct deposit, payroll

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Wayne Schulz is a Sage 100 Consultant located in Connecticut. He has worked with Sage 100 since 1986 and provides advanced support to companies located throughout the United States. If you are experiencing an issue with Sage 100 and would like to schedule a support session - please request assistance here or call 860-657-8544.

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