Duration
05min, 42sec

Presenter
UpperBee

Level
Beginner

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Course description

System allows to manage direct debits, either with the Canadian banks (by preparing the transaction file used by the financial institutions to proceed with the debits) or through the Otonom platform which communicates with the portal.

Once the set-up steps are completed, the direct debits will be generated automatically, ready to be used when creating deposits.

In this short video, you will learn how to generate PAD’s.


Contents

00min, 00sec : Introduction

00min, 40sec : Where to go to do your settings

01min, 20sec : Where to go to fill information

01min, 40sec : Adding recurrent pre-authorized debits

02min, 50sec : Import/export method

04min, 35sec : Activate electronic debits and payments

Category(ies)

Accounting, Software


Presenter

UpperBee

UpperBee’s team includes several property managers from one of the largest condominiums and homeowner associations management company in North America. We are therefore pleased to be able to share with you our many decades of experience in condominium and HOA management field.

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