How to Process Agent Bill Payment By Payload in BE Accounting
23 steps
|
2 minutes
1
Navigate to Brokerage Engine.
Pay Outstanding Bills
2
Click "Quick Actions" Menu.
3
Click "Pay Bills"
4
Click "Select Payee " to display the dropdown menu.
5
Select the name of the Agent.
6
Click "Search"
7
All Bills due to the Agent will display. Click the top checkbox to select all Bills.
8
The Bills can also be selected by clicking on each individual checkbox.
9
Click the arrow menu next to "Save and Print".
10
Click the "Make Payload Payment" option.
11
The Payload Processing Account will display. Select a new Account using the dropdown menu.
12
Click "Next"
13
Click "Request Authorization Code."
14
Sample Email with Authorization Code and details of Transactions to be processed.
The Authorization Code can be sent to multiple email addresses. Please get in touch with your BE Customer Success Manager for further information.
15
Click the "Please enter authorization code received" field and type the code.
16
Click "Authorize Payment"
17
Click "OK"
Verify Bill Payments
18
Click the "Expenses" menu.
19
Click the "Vendors" option.
20
Click the "Search Vendor" field and type the name of the Agent.
21
Click the Action button.
22
Click "Transactions"
23
The Payments will be displayed.
