Payment option for Insurance Direct Deposit

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snofalls
Posts: 9
Joined: Wed Aug 11, 2010 1:08 pm

Payment option for Insurance Direct Deposit

Post by snofalls » Mon Aug 23, 2010 2:20 pm

Is there a way to add an "electronic direct deposit" option for when insurance payments come in? Instead of entering check number from insurance company. This would be helpful in tracking and with separating the actual deposits from the direct deposits...I used to use Dentrix so it was a nice to keep track.

atd
Posts: 404
Joined: Thu Mar 27, 2008 2:28 pm
Location: Minneapolis, MN

Re: Payment option for Insurance Direct Deposit

Post by atd » Wed Aug 25, 2010 9:19 am

We just put "EFT" in the check number field and put it on it's own deposit slip.

snofalls
Posts: 9
Joined: Wed Aug 11, 2010 1:08 pm

Re: Payment option for Insurance Direct Deposit

Post by snofalls » Wed Aug 25, 2010 12:08 pm

Thank you for the response. I did do something similar, but I was hoping that when I ran report for payments of the day it would be separated by cash/check, insurance checks, credit card and direct deposit. That way it automatically gives total amount deposited with out having to add those separate. I sure wish it had that capability, maybe in the future.

Thanks a bunch,
Linda

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