In this article:
Direct Deposit
To setup direct deposit for an employee:
- In the Employees tab, select the employee.
- You are automatically directed to the “Primary Info” tab. Switch to the Payroll Info tab.
- Scroll down to the Direct Deposit section and click the pencil to edit information.
- Select Checking/Savings from the drop-down, enter routing and account number.
- In the Split Method drop-down, select Percent Split and enter 100 in the Amount field (for 100% of the net payroll to be deposited to the account).
- In the DD Status drop-down, select Pre-Note. This tests the account the first time, then automatically switches to Active for the next payroll.
Note: A routing number is always 9 digits.
See it in action:
Multiple Direct Deposits
To add multiple direct deposits, you can divide it either by a percentage of the check or by a set dollar amount:
Percent Split
If you’re splitting Direct Deposit equally into two accounts:
- Enter 50 in the first account.
- Enter 100 in the second account.
This will put 50% in the first account and the remaining balance (100%) in the second account.
[If you were to put 50 in the second account, it would only deposit 50% of the remaining balance and the employee would receive a paper check for the remaining balance.]
Dollar Amount Split
To Direct Deposit a specific dollar amount to an account:
- Select Flat Split from the drop-down.
- Enter the Amount to be deposited in the first account.
- Enter 100 in the second account in order for 100% of the remaining balance to be deposited in the second account.
Ex: $200 (Flat Split) in First Account and 100% (Percent Split) in Second account.
See it in action: