How to Configure a Payload Payment Account
10 steps
|
22 seconds
The following steps can be performed if the email from Payload stating that the Processing Account is active has been received.
1
Navigate to Brokerage Engine.
2
Click "Accounting" to navigate to the interface.
3
Click the "Settings" tab.
4
Click on the "Chart of Accounts" option.
5
Click on the dropdown on the "Settings" button.
6
Click "Payload Processing Accounts" option.
7
The list of the active Payload Processing Accounts will be displayed.
The list can be revised in the "Processing Accounts" section of the Payload profile for the brokerage.
8
Use the dropdown menu to select the corresponding General Ledger account.
9
Click "Save"
10
Click "OK"
