Utilize the Add Advance User Account screen through the Advance User Account section within the Advance tab of a Personnel Setup record. This screen is used to define information needed to support an employee to transmit advance data to Comdata or T-Chek.
The Add Advance User Account screen dynamically changes between the two options. If you select Comdata from the Advance Banking Service Provider Type dropdown, the screen asks you to provide the following fields:
Figure 23: Add Advance User Account - Comdata
|
Field |
Description |
|
Driver’s Card Number |
Provide the card number provided by the provider for the driver (up to 16 characters). |
|
Account ID |
Enter the unique identification for the driver provided by a banking services provider if uploading advance transactions to the banking service provider (up to 16 characters). |
|
Security Code |
Provide a Security Code for user account (up to 16 characters). |
|
Direct Deposit |
Checkmark this flag if you want to send advances to your employees via direct deposit. To be able to use this feature, make sure that the following conditions are met before you check this flag: 1. The employee is set up to receive direct deposits 2. The advance was created from a commission |
|
Charge an Advance Fee |
With this flag checked, when the advances are generated, MoversSuite will inform Comdata to charge an advance fee to the driver (vendor). The driver must be set up to receive advances and fees through Comdata. If they are not setup correctly, then errors will occur when Comdata advances are generated.
NOTE: The fee is applied through the Comdata system, not through MoversSuite. Moreover, MoversSuite customers can contact EWS Professional Services to always have the “Charge an Advance Fee” set for certain accounts, for a provided list of Comdata Customer IDs. For that, simply open a Help Desk case. |
For T-Chek Advance Banking Service Type Provider, the following fields are to be supplied:
Figure 24: Add Advance User Account - T-Chek
|
Field |
Description |
|
Account Number |
Enter account number provided by a banking services provider if uploading advance transactions to the banking service provider (up to 16 characters).
NOTE: More than one driver can reference the same Account Number.
|
|
Account ID |
Enter the unique identification for the driver provided by a banking services provider if uploading advance transactions to the banking service provider (up to 16 characters). |
Refer to Comdata Integration for more information.
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