EFT Processing Tips & Tricks (for Consultants)

This recording of our October 2020 Webinar covers some less well-known features of Orchid's EFT Processing module for Sage 300.

00:00 Introduction & Overview
02:47 EFT v2021 upgrade tips
05:02 EFT Format tips
11:54 EFT Security (2 level approval, logging, encryption etc.)
28:20 EFT File creation tips
31:50 EFT File path setup
33:20 EFT Advice setup and security options
34:48 Reversing, correcting & reprocessing a payment
37:56 EFT Clearing Bank Accounts
43:24 EFT Email Configuration tips
56:12 Tips for using EFT with A/R
59:23 EFT Payroll - sending T4s, Relevé 1s, Payslips
1:03:03 Q&A (Payroll)
1:10:38 Q&A (General) & Wrap-up