How do I add or remove bank account information for Direct Deposit?

  1. Log in
    • If needed, switch to the desired organization. Setup for direct deposit is specific to each organization.
  2. Click on your name in the red box on the RefTown menu bar.
  3. Click on "Profile..."
  4. Click "Direct Deposit Account Info"
  5. Click "Add Account Information" or "Replace Account Information"
  6. Enter your account information...personal checking or savings accounts are supported
  7. Read and agree to the terms and conditions.
  8. Submit by clicking "I Agree"

For security, your entered account information is NOT redisplayed to you. You will be asked to enter each number twice in order to ensure it is entered accurately. You entire account number will not even be displayed to your administrators unless the deposit fails....a few digits are shown. These measures are taken to increase the security of this information.

IMPORTANT: You are responsible for entering correct account info.

If you enter an incorrect info, your payments may be made to an account owned by someone else. It may not be possible to correct.



Article ID: 191
Last updated: 18 Oct, 2023
Revision: 6
User Guide -> Invoices and Finances -> How do I add or remove bank account information for Direct Deposit?
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