Users can add a US bank account using an embedded form in eModal. Once a payment source is created, it can be edited or deleted from the same screen.
Step 1: Navigate to the Payment Source Management screen in eModal (Administration → Payment Source Management)
Please note that if you do not see the Payment Source Management screen in your menu, either your user account does not have permission to manage payment sources or your company is inactive.
Step 2: In the Current Payment Sources tab, click on the red + button to add a new payment source.
Step 3: Select your company and the US bank account type.
Please note that all fields with an asterisk (*) are required.
Step 4: Input email address, full name, and the financial institution.
Please note the list of banks can be retrieved by using the search box. There is also the option to select Enter bank details manually instead (this process will take 1-2 business days).
Step 5: Depending on your selected financial institution, a verification page will appear.
Please note this verification page will vary dependent upon the capability of the financial institution.