EFT Processing (Payroll) - Training

Product Training
Streamlining Financial Processes

Anne shows how to configure and use Orchid's EFT Processing add-on module for Sage 300 (US & Canadian Payroll).

00:00 Overview
04:41 Install & Activate EFT Processing
06.09 EFT Processing setup using VPF
06:37 EFT Security Groups
08:26 EFT Options Setup
16:03 EFT Banks Setup
19:14 EFT Employee Setup
24:19 Email Message Template Setup
27:05 Creating an EFT Payroll file
31:21 Emailing Employee Remittance Advice
32:35 View/Clear Payroll Audit Logs
32:54 View/Clear EFT Audit Log
34:48 EFT Bank Formats - Formats.ini file
43:44 Custom Bank Formats - Userformats.ini file
47:55 Additional Payroll Functionality
48:25 Emailing Sage300s Payslip, Relevé 1s and T4s