Enable EFT
To populate the "Paid By" drop-down list for EFTs on the Payment screen, go to the setup screen of the specific type of Payor.
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Insurance Company
Open Company Contacts, click the Insurance Company radial, search for your insurance company and double click to open up, then click the Banking tab, and check the Enable EFT checkbox and Save.
Vendor
Open AP Vendors from the Vendors menu and check the EFT box.
Customer
Before entering a new Customer EFT payment, open Setup / Accounting / Accounts Receivable / Customer EFT. Click the New button and enter the Customer First and Last Name. Save.
From the Payment screen of the folder select the EFT option, the customer's name will be available in the "Paid By" drop down.
Fleet
Open Company Contacts, Select the "Fleet" radial, and search for your fleet and double click to open, then check the "Enable EFT" Box.
