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jodefoe
Canine III

ACH Set Up

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I've added 4 locations this year and the all show up for credit payments but not in the bank draft drop down. What needs to done?

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jodefoe
Canine III

Re: ACH Set Up

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DFletcher
CS Dental Employee
CS Dental Employee

Re: ACH Set Up

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Good Morning!!

If you click on the wrench icon - navigate to system maintenance and choose system options - you will be presented with the following screen: 

DFletcher_0-1618402693225.png

In the middle section, labeled auto payments, check the box next to "Auto Bank Drafts"

This should open the option for bank drafts.

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jodefoe
Canine III

Re: ACH Set Up

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This box is clicked and we are able to do ACH at all but our newly added locations. This is a location issue not an ACH issue.
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DFletcher
CS Dental Employee
CS Dental Employee

Re: ACH Set Up

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It may be that the ACH file isn't installed for that location.      

Can you email me your office name  / main office number so I can check that for you?

Deborah.fletcher@csdental.com

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jodefoe
Canine III

Re: ACH Set Up

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